In this setup, will helps you to add more required fields when you make a new contact. So, for example, you add the Mobile and Address ad required. Then these too are mandatory when you create a new contact you have to put Mobile and Address, either way, if you do not put any information in that section, an error message will appear. We will guide you on how to choose your required needs :
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Contact Tab
Step 3. Configure Mandatory Field for Contact
Notes :
We try to make Mobile Phone & Address to be required. So, user must fill Mobile Phone & Address field when adding new customer.
Step 4. Add New Customer without Mobile Phone & Address
Notes :
Error message (because you haven't add a mobile phone and address.
Step 5. Fill Mobile Phone & Address Field, then Click Save
Step 6. Recheck New Customer
You've just added a new customers contact.
You might also like to read these articles below :
To add new customers and suppliers individually, you can check this article Add New Customer & Supplier
To add new salesperson, you can check this article Add New SalesPerson
To add customers and suppliers in bulk, you can check this article Import Customer / Supplier
If you want to create a customer group for multiple customers, you can check this article Create Customer Group
