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