Symptom
There is no option to set properties such as 'mandatory' for Contact Information fields in the Lead object.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales work centre -> Leads view and open any lead without existing account/contact
- Enter Adaptation mode
- Select the 'Contact Information' section from the Lead header.
- You see: In the Contact Information section, there is no option to set the fields 'phone' and 'mobile' as mandatory.
Cause
For the 'Mobile' and 'Phone' fields, the field properties can be edited, however, you need to navigate further into the field.
The same behaviour applies to the fields in other lead sections such as 'Account Information'.
Resolution
- Repeat the above steps 1.-3
- Select the 'Mobile' or 'Phone' field (same behaviour for both fields)
- Select 'Value'
- Select 'Value' again
- Set the mandatory settings as needed.
Keywords
Lead, mandatory, read-only, cannot, adapt, property, properties , KBA , LOD-CRM-LM , Lead Management , Problem
Product
SAP Cloud for Customer core applications 2211