Hi @doyeli , I assumed you meant "Field" Set not "Filed" Set. LOL I was able to determine that the field sets currently used for quotes are Quote_Information, Account_Details, Subscription_Terms and Additional_Terms. In reviewing the (4) Field Sets I found all the fields I was looking for, I edited and saved each Field Set marking certain fields in every set as "Required" (checking the box) . Am I correct in assuming that when a Sales Rep now creates a quote he will find these fields "required" in order to Save the quote record? Thanks, Retreever
... View more