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Status Planned
Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Ricci Stevens
Created on Jul 26, 2021

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Company Quick Add - Required Fields

The Company & Contact Quick Add is an awesome feature unless you have made addtional fields required for creation such as Federal ID Number. If you have required additional fields you will get an error and not be able to create the new Company/Contact. This leads to extra time closing out of the module you were in and going to Portfolio/Project Settings adding the company/contact in and then coming back to the original record that started it all.

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