Required contact roles

If you would like to set up a required role of a transaction please navigate to the Transaction roles section of the Fields tab and select the role you would like to make mandatory. The role can be set as required depending on the transaction status, transaction type, or side represented. 

1.png

Taking into account the condition set for the transaction role, on the third step of the transaction creation process, you will be asked to enter the required contact. Create button will become available only after the required contact is entered.

2.png

You can also set default contact on required transaction roles by selecting "including email" and typing the required contact name. 

111.png

Then this contact will be automatically assigned to the Contacts when creating the transaction.

124.png

Please watch the video for details. 

Was this article helpful?
0 out of 0 found this helpful

Have more questions? Submit a request