People Data Requirements

Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database.

In your Firm Settings: Setting tab, People Data Requirements now has a toggle that will turn this feature ON for the entire team. 

Toggling the feature ON will make the LinkedIn URL a required field when creating or importing a person. Following, select when you would prefer the LinkedIn URL is required: Manual/Creation, Resume Upload, and CSV import.

Please Note: If CSV is "checked" to have LinkedIn URL required and a User uploads the file without the LinkedIn URLs, then that User will receive a failure report when attempting to upload.

In this scenario Manual is "checked" so in People View, when I click to create a new person then the LinkedIn URL shows required.


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.