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New Lead Contact

Last post 03-05-2015 4:15 PM by Method_Justin. 1 replies.
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  • 03-05-2015 3:56 PM

    New Lead Contact

    Reply Contact

    Hello,

    How do I make it so that the "contact" field under the "New Lead" screen is not a mandatory field to be filled out?

    Thank you!

    Allison

  • 03-05-2015 4:15 PM In reply to

    Re: New Lead Contact

    Answer
    Reply Contact

    Hi Allison,

    Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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