To configure data requirements for capture methods, navigate to the Setup tab on the main menu (1), and select Contact Information (2).

Contact Information

• Required - we have 3 options for required fields:

  • Always Required Fields – these fields cannot be made optional. The required fields are First Name, Last Name, and Company Name. This information is necessary to create a new lead and must be provided (1)
  • Never Required Fields – these fields cannot be made mandatory. They include Prefix, Middle Name, Suffix, Title, Mobile Phone, Direct Phone, Company Phone, Fax, Website, and Street. Making these fields required would make the lead enrichment process too complex and could cause errors if the information is not available (2)
  • Fields You Can Make Required – these fields are optional by default, but you can make them required if the information is essential for your organization when creating a new lead. These fields include: Email (the only field Romify sets as required by default), Postal Code, Country, State, City, Contact’s Country, Contact’s State, and Contact’s City (3)

  

• Available Contact Fields – These fields are not enabled by default. You can add them by clicking the “Add” button (4). If you no longer need them, simply click the “Remove” button (5)

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