Mandatory Contact Information

A configuration option has been made to make additional client information mandatory.

When enabled, in addition to the client name, the following contact information is required:

• First Name
• Last Name
• Email
• Phone Number
• Address Line 1
• Postcode

This mandatory information is indicated by the asterisk (*) next to the field name:

Prospective Clients

While a client is in the prospect stage, it is possible to save the client with missing contact information. If the client is missing contact information, it will not be possible to promote the client to active. When attempting to do so, an error message will show that this is not possible.

Adding the mandatory contact information will allow the client to be promoted to active

Active Clients

When a client is active, it is not possible to save the client with missing contact information. If an attempt is made to do so, an error message will appear, along with clear indication of fields which require detail adding.