Customer required field

The Customer required field record allows the user to define which fields are required when recording customers, according to the status. The system already have three statuses by default: Customer, prospect and suspect which can be edited.

The user is required to have the following access options enabled to be able to access the Product Specification Records:

EPS > SALES > CRM > REQUIRED FIELD

 

On the system's main screen, click Sales > CRM > Customer required field or enter "Customer required field" in the Quick Search field. The following screen will open:

Note: For more information on the buttons in this toolbar, adding or editing search features, or on how to add other information in columns, refer to Introducing iQuote.

 

Add customer required field

In the Customer required field main screen, select a customer status and click Edit. The following screen will open:

Note that the Screen fields – Required defined by default in the system for each status are already listed and are not editable.

Under Screen Fields - Required, click New.

Select the group to which the new field belongs, which can be:

Addresses*

Basic data

Classificatios

Contacts*

Financial

Fiscal

Header

Notes

Select the field that will be required for that group.

The Contacts and Addresses groups contains a list of variable fields, so for these groups the Field column displays only the * Item option in the list.

For these groups, go to List Fields - Required if item exists, select the group again and select the field.

When finished, click Save.

Note: To delete one of the fields simply click to select it then click Delete. System default fields can not be deleted.