Config Option: Set mandatory fields in Mercury

How to configure an existing field in Mercury to make it mandatory.

Feature Overview

Allows you to specify fields on the main form that you want to make mandatory for all users. This applies to both creating and updating records and shows up as red star (*) next to the field. You can make fields required (mandatory) on the following forms:

  • Client
  • Client Address
  • Client Contact
  • Candidate
  • Vacancy
  • Agreement
  • Placement

Purpose

Allows you to govern the minimum amount of field data needed for records to be saved or updated.

Defaults and Considerations

You should carefully consider this — making too many fields mandatory will create additional work for users and could lead to bad data if they don't have the information readily available, leading them to enter incorrect data to be able to save their records.

To Enable or Amend this Feature

Please log a Service Request with Mercury Support, or consult your Mercury Customer Success Manager with your requirements.

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