Validation Rules - Customers

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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