Validation Rules - Customers

Validation Rules are available to users on Advanced and Professional Plans.

You can use Customer Validation Rules in Company Settings to configure what pieces of information are required when creating a customer.

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In the example above, the user has added "Email" and "Zip" to the list of required fields. Now attempting to create a customer without taking either will result in an error.

 

Any field that is set as required will show up on the General Tab as well as their subcategory.

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Important: If you add a new required field, this will be applied for new customers AND will be required to update when saving a ticket for an existing customer.

Note: Creating a new customer will always require at minimum First/Last Name and Primary Phone Number.

 

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