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CRM Idea Center
Categories Calendar & Events
Created by Jessi Owens
Created on Jul 9, 2026

Add option to require Both Account and Contact on CRM Events

Today, CRM events can be saved with either an Account or a Contact associated, but not necessarily both. Add a configurable option (organization or admin-level setting) that allows administrators to require both an Account and a Contact before an event can be saved.

This should be configurable rather than mandatory for all customers, allowing organizations to enable the requirement based on their business processes.

Acceptance Criteria

  • Admin setting to require both Account and Contact on Events.

  • Validation prevents saving when either field is missing.

  • Clear user messaging identifying which required field is incomplete.

  • Existing organizations that do not enable the setting experience no change in behavior.

  • Attach files