Identifier Configuration

Overview

The Identifier Configuration allows administrators to define which fields are mandatory when creating or editing contacts in uCRM. This ensures data consistency and completeness across all contact records.

Configuration Options

Mandatory Fields Setup

• Select which fields will be required during contact creation
• Configure validation rules for each mandatory field
• Set default values if needed

Field Types Available

• Personal Information Fields
• Contact Information Fields
• Custom Fields
• System Fields

Implementation

Setting Up Mandatory Fields

1. Access the Identifier Configuration section
2. Select the fields you want to make mandatory
3. Save the configuration
4. Changes will be applied to all new contact forms

Effects on Contact Forms

• Selected fields will display a "Required field" indicator
• Form validation will prevent submission if required fields are empty
• Users will be notified of missing required information

Best Practices

1. Field Selection

   • Choose essential fields only
   • Consider business requirements
   • Balance between data needs and user experience

2. Validation Rules

   • Set clear validation parameters
   • Ensure validation messages are helpful
   • Test validation rules thoroughly

3. Maintenance

   • Review mandatory fields periodically
   • Update requirements as business needs change
   • Document changes to configuration

Impact on Workflows

New Contact Creation

• Required fields must be completed
• Form validation ensures data quality
• Prevents incomplete contact records

Contact Updates

• Mandatory fields cannot be left empty
• Existing contacts must meet new requirements when updated
• System maintains data integrity