CRM Customisation
Make compulsory fields be an option to be enable when creating customers.
ie. first and last name - unable to create customer without details
pricing tier - unable to create customer without selection, no default option
Related to
Make compulsory fields be an option to be enable when creating customers.
ie. first and last name - unable to create customer without details
pricing tier - unable to create customer without selection, no default option
Related to
Comments
3 comments
Hi Mikki, the fields first name and company are compulsory because we use for internal validations when creating.
For the price tier, you might want to create another as default that do not affect the price of your products.
Make compulsory fields customisable. I need Phone Number, Email, Group and SubGroup mandatory.
I completely agree. We keep getting saes with incomplete customer details through POS orders specifically, certain fields like email, phone should be compulsory.
The pricing tier not being compulsory has given us ALOT of grief in the past, as this is nearly always being forgotten.
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