CRM Field Required Auditor

WHAT IT DOES

The CRM Field Required Auditor scans any webpage for form input fields—input, select, and textarea—and audits required field configurations specifically for CRM systems. It checks for required attributes (required, aria-required, data-required) and validates each required field for three critical aspects: a visible accessible label (label for, aria-label, aria-labelledby, placeholder), proper validation attributes (pattern, minlength, maxlength, min/max, step), and CRM-specific field mappings (contact, lead, opportunity, account, or activity). It identifies which CRM category each field belongs to and generates a detailed report showing missing labels, missing validation, or missing CRM mappings. This helps CRM administrators, developers, and QA teams ensure forms are properly configured for data capture and accessibility.

WHERE IT RUNS

It runs as a draggable overlay panel inside the BotGentz extension on any website—Salesforce, HubSpot, Zoho, Pipedrive, Monday.com, custom CRM dashboards, lead capture forms, or any page with form elements. It works on any form framework (React, Vue, Angular, vanilla HTML).

HOW TO USE

1. Install the free BotGentz extension.

2. Navigate to any CRM form or lead capture page.

3. Click the BotGentz icon and select "CRM Field Required Auditor" from the tools menu.

4. Click "Run Audit" to scan the page.

5. Review the report showing total fields, required fields, CRM types, and specific issues.

6. Use the "Copy Report" button to copy the full audit to your clipboard.

7. Enable or disable highlighting for missing labels, missing validation, or missing CRM mappings in settings.

8. Click "Clear Highlights" to remove visual markers.

9. Drag the panel to reposition it, resize it, collapse it, or press Escape to close.

THE ACTUAL MECHANISM — multi-attribute detection with CRM-specific field classification

This tool scans the DOM for all input, select, and textarea elements, then applies a four-layer detection algorithm. First, it identifies required fields using standard and ARIA attributes (required, aria-required, data-required, pattern, min/max). Second, it resolves accessible labels using a priority chain: label for/id association, parent label, aria-label, aria-labelledby, and placeholder fallback. Third, it validates the presence of validation attributes (pattern, minlength, maxlength, min/max, step). Fourth—and uniquely—it classifies fields into CRM categories (contact, lead, opportunity, account, activity) using a keyword dictionary against label, name, and id attributes. Each required field is cross-checked for label presence, validation presence, and CRM mapping presence. Fields missing any of these are flagged and optionally highlighted with color-coded borders (yellow for missing labels, red for missing validation, purple for missing CRM mapping) plus tooltips. The report includes a CRM type breakdown showing how many fields fall into each category.

THE PANEL

The panel is fully draggable by its title bar and snaps to the nearest edge of the viewport when released. You can resize it horizontally by dragging the left or right border; the height expands to fit content up to a maximum, with scrolling inside the report area. A collapse button minimizes the panel to a small floating chip showing "⚙️ CRM Auditor" — click it to expand back. Press Escape at any time to close the panel entirely. The panel remembers its last position, size, and expansion state per domain via localStorage.

PLEASE NOTE

- This tool requires the free BotGentz extension (available for Chromium‑based browsers and Firefox).

- CRM field classification is based on keyword matching—it may not be perfect for all custom CRM implementations.

- Dynamic forms (React/Vue with client-side rendering) may require a manual re-audit after interactions.

- Highlights are visual aids and are removed when the panel is closed or manually cleared.

- No page content is ever sent to any server—all scanning and auditing happens locally in your browser. Only anonymized usage metrics (panel open/close, audit runs) are collected; you can disable this in the extension settings at any time.