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20150724 (Andy) | Pro, MultiUser, MultiSite, MultiView | ![]() ![]() ![]() |
9.X (and higher) | Video |
By using the Agreement Screen Edit function, it is possible to set certain Agreement screen fields to be hidden.
By using the Agreement Screen Edit function, it is possible to set certain Agreement screen fields to be compulsory. In other words, the operator will be unable to save or close the Agreement until the set compulsory fields have been completed.
Note: If you are setting dropdown fields as compulsory - particularly the Marketing fields on the Customer Info 2 tab - we recommend creating an "Other / Unknown" option. Otherwise, your staff will likely select anything from the dropdown list (often not the correct option), just to get the dialog to disappear; thus resulting in inaccurate marketing data
On Friday July 24th, 2015 we held a free StorMan PowerSession webcast on the topic of Hidden Fields & Compulsory Fields. You can view this video by clicking on the thumbnail below...
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