Email Address AND/OR Phone Number

English Language - Forum
1

I am using SuiteCRM 8.4 and importing contacts. Is there a way to specify that a record must have an Email Address AND/OR a Telephone Number AND/OR a Mobile Number. I am looking to see that imported contacts have at least one means of communicating with them.

2

can’t you filter out those before import? I’m not sure probably someone more experienced will give a hint on how to get there, but I’d probably sort them before.

3

Thanks for taking the time to reply. It is what I suggested to the project manager although I now think he would like it more to be a feature of future Contact creation that at least one means of contacting them is supplied. Filtering existing contacts before import makes much more sense than unnecessary, over complicated import rules. I appreciate your input.

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4

Ok so I was an user back in version 6.2 … it’s 8.4 now … I forgot many things about this.
But I believe going to Admin > Studio you can change a field to mandatory. I’m sure someone else will come along and give some more input.

Docs for Studio

5

Thanks for the link.

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