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Status Future consideration
Categories Suggestion
Created by Guest
Created on Jun 14, 2022

Ability to set required fields

We have some fields on the Group, Policy or Coverages page that are required for our business, but are not already set as a required field in the system. It would be nice if we could customize what is required on these pages for our agency.

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  • Michelle McArdle
    Reply
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    Jun 15, 2022

    Adding on to this, even better would also be if/then for certain fields. Some always required. But others only required if field X is value Y or Z. This would help with differences in required fields we have between prospect and client types.

  • Jason Stevens
    Reply
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    Jun 14, 2022

    It would be important that every user admin can determine their own required fields