Require Fund fields
You recently implemented a feature that allows us to require that certain fields on a Profile record be populated before the user can save the record (detailed on this page https://support.foundant.com/hc/en-us/articles/6042827206807-Profiles-Settings).
It would be extremely useful to have this same functionality available on the Fund object. We frequently have data hygiene issues when users forget to fill in a particular field when they're creating a new Fund record. As much as you remind people that they must fill in certain fields, they sometimes forget. This causes all kinds of reporting issues, fund management issues, etc.
Ideally, it would be helpful if we could require any field we would like, but my current use case (and most important one for me) is that we want to require a value on Fund Group, Fund SubGroup, Fund Segment, Fund Division.
I'm sure there are other Fund fields that people would like to require as well.
This is pretty basic functionality that I am accustomed to having in other systems that I have worked in and I hope you will be able to offer it soon!
Thanks!
Leah Kopperman
shared this idea
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