Vital CRM
How to customize the required fields for Order data?

1. System administrators can click on [Settings > System Settings].
 

2. On the System Settings page, check the required fields for creating customer orders under the "Order" section.
※ Customer/Company, Purchase Date, and Product Information are essential information and cannot be customized as required fields.

[Settings > System Settings > Order] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4484
如何自訂消費資料的必填欄位？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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