Configuring Mandatory Fields in Marketing

Navigator offers the ability to set mandatory fields in the Marketing module, ensuring that essential data is captured by staff. This helps maintain the quality and accuracy of your customer database.

Benefits of Mandatory Fields

• Ensures consistency in data entry.
• Improves the quality and reliability of your marketing database.
• Reduces errors and incomplete records.

How to Enable Mandatory Fields in Marketing

1. Access the Marketing Setup:

   • Navigate to Marketing > Marketing Setup.

2. Select the Mandatory Fields Option:

   • Within the Marketing Setup menu, select Mandatory Fields.

3. Configure Mandatory Fields:

   • In the Mandatory Fields window, specify which fields should be mandatory. For example, fields like email address, contact number, or preferred contact method.

4. Save Your Changes:

   • Once the necessary fields are marked as mandatory, click Save to apply the changes.

How It Works

• When a new marketing record is created or an existing record is updated, the specified mandatory fields will require input.
• Staff will not be able to save the record until all mandatory fields are completed.

Tips for Configuration

• Review which fields are most critical for your marketing campaigns and make those mandatory.
• Regularly audit your mandatory field settings to ensure they align with your current marketing requirements.