Use this article to troubleshoot the following error message that appears when a custom intake form does not have properly mapped fields.
"A Web Enquiry form can not be shared without a required mapped field for the Prospective Client Name. Please map this field and mark it as “Required” to continue."
To resolve this:
- Open the lead intake form from File > Intake Forms.
- Click on the relevant intake form from the list.
- Find the component in the intake form that is supposed to map to Prospective Client.
- If the component is not already a Mapped component, change it to a Mapped component by clicking on the bottom-left corner of the component and selecting Mapped.
- If the component is not already a Mapped component, change it to a Mapped component by clicking on the bottom-left corner of the component and selecting Mapped.
- Under Prospective Client > Person, ensure you have ticked either First Name or Last Name and select Update field.
- On the top-right corner of the component, select the config icon and tick Mandatory field.
- Close the Intake Forms window, and try to share the web enquiry form again.