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

"Field Importance Setup" is applied to “Customer Contacts," "Customer Setup," and “Additional Customer Info” 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

    3. Additional Customer Info 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" and “Additional Customer Info,” 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."

    1. In the View Options, if you select Business (default) along with Apply View, your changes will only affect the field importance when the customer type is Business.

    2. In the View Options, if you select Individual/Family along with Apply View, your changes will only affect the field importance when the customer type is Individual or Family. You may make different field importance selections for Business versus Individual/Family.

       

      After you have changed the View Option filters, be sure to select Apply View to update the grid. Otherwise, the grid would not show your new filter selection.

    3. If you select both Business and Individual/Family while selecting Apply View:

      1. When these are the same selections, by making a change and then clicking Save, your changes will apply to both filter types (i.e., Business and Individual/Family.)

      2. When these are NOT the same selections\ and you select Apply View, you will see the following pop-up message: "The selected filters have different values. If you Save the grid below, all the field selections will save to all Name Types (Individual/Family and Business.)"

        1. If you want to make them the same, do the following: Select Apply View, make the changes and then click Save. Your changes will then apply on all grid selections to both Name Types (Individual/Family and Business), thereby making them the same.

      3. If you un-check both Business and Individual/Family and select Apply View, the grid will show the message "No items found."

  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.

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