Updating Required Fields for Creating New Customers
Admins can assign Customer Validation Rules to configure which fields of information are required when creating a new customer. A required field cannot be skipped when creating a new customer or when editing an existing customer if new requirements have been assigned.
Validation Rules are available to users on RepairQ Advanced and RepairQ Professional plans.
1. From the Navigation Bar, go to Settings -> Company Settings.
2. On the Settings Overview page, the left column has additional categories. Click on Customers to expand the selection and click Validation Rules.
3. On the Validation Rules Overview page, you can see the Customer Model with any Additional Required Fields. On the right side of the page, click on the Edit button under Actions to customize additional required fields.
4. On the Validation Rule Settings screen, you can select any additional required fields when adding a new customer. At a minimum, RepairQ requires a unique entry for First Name, Last Name, and Primary Phone Number. In the example below, the user has selected Email and Zip to add to the list of required fields.
5. Once you are satisfied with your selections, click Save.
6. When creating a customer, additional required fields will be marked with an asterisk ( * ) next to the field and the tab for the sub-category where additional fields are required. Required fields will also appear on the General tab for better visibility during the process.
Note: If you add a new required field, this will be applied for new customers and will also be required when editing an existing customer profile.
START 1.18.X
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