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How to make specific fields mandatory for transactions
How to make specific fields mandatory for transactions
Updated over 5 months ago

To create a mandatory field for the transaction, go to Fields > Transaction fields > Add field. In the pop-up window, set the field type and choose whether you want it to be required all the time, or dependent on the transaction status.

After creation, the created field will now appear under the Additional fields tab anytime a user creates a transaction.

The agent won't be able to proceed without filling the mandatory fields highlighted in red.

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