make it possible to require Custom Fields for new customers.
Under Customer Settings we can assign required fields for new customers. I'd like to be able to make a custom additional field a required field.
For example, we would like the program to prompt the employee creating the new customer record to assign the customer as either residential, contract, or business. We have the custom field created but we are finding it difficult for our employees to remember to assign each new customer as the appropriate type because it's in a different tab from where we enter all the other information for a new customer.
We’ll continue to look into ways to do this, right now we didn’t want the required fields on the second tab to trip people up – since they aren’t in view.
Vicki D'Angelo commented
We agree that this would be a beneficial added feature. Each business is different, so "Custom Fields" is a great feature that would only be enhanced by creating the functionality for the user to set the desired fields as "required". Coincidentally we are also trying to make the "Commercial" or "Residential" Custom Fields that we added required.
Ian Hawkes commented
I would like to see this too. For us, the customer category is critical and I'm surprised it's not on the main screen, which would get round Troy's comment about it being on the second tab,
We have different pricing structures for residential/commercial/contract customers and with this as a mandatory (for us) selection, I think we could ensure customers get charged the right amount.
Matt Ed commented
We've just setup customer types as a custom field and want to then sync these different lists in Mailchimp. So small business to the small business list etc. At present there is no way to require/force staff to make a customer type selection.
I agree with Troy, the fact the custom fields are on the second tab isn't practical. Is it not possible to simply add the custom fields to the first tab? Maybe it's not that simple.
Jason Marshall commented
I agree with ILAN. I need to force my employees to select one of my customer type custom fields so I won't have to go back and fix it later.
ILAN ELIYAHU commented
@troy - This is a very important when trying to distinguish between residential, contract, or business customers and i'm sure for many other uses. If not the manager/admin will have to manually go over the customer lists and fix it manually.
@kara - You got my vote here.