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New Project Required Fields
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Written by Ashok P
Updated over a month ago

You can explore the New Project Required Fields settings in the Control Panel to select additional fields required to create new projects. By default, only two fields are required: client and project name.

To access the New Project Required Fields settings, click the following icon.

new project req fields button.png

This will open a form. You can use the various tabs to select the fields required to create a new project.

General Tab

You can select the fields that should be mandatorily entered when creating new projects.

Contact Tab

Select the Primary Contact field if you want it to be mandatorily entered for new projects.

contact.jpg

Address Tab

Select the Address fields that you want to be mandatorily entered for new projects.

address.jpg

Custom Fields

Here, you will see all the Project Custom Fields you have defined in the Control Panel. You can select the ones that should be mandatorily entered for new projects.

custom fields.jpg
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