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If you want to make sure that you and your coworkers don’t forget to fill in important values (e.g. estimated revenue or close date) and your reports are complete, eWay-CRM is able to control whether a field has a value when you are trying to move a deal or project further.

For example, if a deal has a Qualification status and you try to save it as Proposal without putting in a value in the Est.Revenue field, eWay-CRM won’t allow you to save the status and will mark the field in red.

Mandatory Field

To set up such a rule, follow the instructions below.

  1. Press SHIFT and click Administration Center on the eWay-CRM ribbon to go to old administration settings.
  2. Administration Center

  3. Select Module Settings > Workflow Diagrams> Deal – Opportunity (or Project). You will see the workflows on the right side under two columns – Parent Status and Child Status.
  4. Workflow Diagram for Deal

  5. For example, you want to set the field “Est. Revenue” as mandatory when you move a deal from Qualification to Proposal. Double click on the row QualificationProposal and in the opened window click Next.
  6. Flows for Deal


  7. Select Actions Before and click Add Action.
  8. Add Action Before


  9. Select Database Field Is Not Empty and click Next.
  10. Database Field Is Not Empty Action


  11. Type in the word “Price“ into the Database Field.
  12. Database Field Is Not Empty Action Example

    Note: You can make any field mandatory. To find out the right name of a field as it’s used in the SQL database, click on it on the item card and press Left Alt+F1.

    Database Field Name

  13. Clicking the Next and Finish buttons will finish the wizard.

  15. Wait 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.
  16. Synchronization

If you need assistance with customization or want us to do it for you, contact us at [email protected]

Do you have questions? Our consultants have answers.

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