Field Importance Setup

Field Importance Setup is where you can set fields in a form or view them as "Required," "Recommended" or "Optional."

  • System fields are important key fields for AMS360 that cannot be changed from System fields.

  • Required fields must be entered by the user; otherwise, the user will not be able to Save them.

  • Recommended fields are suggested as important to enter; however, the user can Save them without entering them.

  • Optional fields are not as important for entry consideration, but the user may nonetheless enter them.

Forms/Views that have Field Importance Setup

Currently, "Field Importance Setup" is applied to the "Customer Contacts" and the "Customer Setup" forms.

How to Access

  1. Open the Administration Center. Go to the Field Importance Setup section.

  2. Select the desired menu item:

    1. Customer Contacts Fields

    2. Customer Setup Fields

Set Up Field Importance

  1. For "Customer Contacts", there is a checkbox at the top. At least one customer contact is required. If you wish to require users to enter at least one contact to save a customer setup, select this checkbox; otherwise, they will not have to create a contact for the customer.

  2. For "Customer Setup", there is a View Options section at the top to select the filter for the Policy Names Type with a choice of "Business" or "Individual/Family".

  3. In the grid below, the fields are listed alphabetically.

  4. You will notice that the column for "System" fields is disabled as they can’t be changed.

  5. To set the other fields as Required or Recommended or Optional you select one of those three radio buttons. The original default is "Optional". Do this for each field that you want to change.

  6. Once you have made your changes, click Save.