We'd like to make certain fields "not required" based on the checklist that the agent selects.
For example, we have always had an issue with the "Incoming Referral" checklist type. When an agent is entering a referral file, they don't typically know certain aspects of the deal. ie. close date, seller/ buyer contacts, sales price, acceptance date etc.
Currently, agents are just having to make up numbers or list NA or Unknown. Wondering if it is possible to eliminate some of the required fields for file creation.
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