Customer Profile Questions: Required Fields and List-Type Answers

Note: This update represents only a portion of the AMS360 24R2 release. Please navigate to AMS360 2024 R2 Release Notes to review other enhancements and fixes that were part of this release.

In earlier releases, Customer Profile Questions were optional. With this release, the Profile Question Setup has been enhanced, as follows:

• Questions can be established as "Required."

• Questions can be a new “List” type, where the user creates a customer to select one from a drop down menu.

In the Administration Center, navigate to the Customer/Policy section for Profile questions. When you create or edit a question, you can make it required by checking the "Is Required" box.

You can also select an "Answer Type" of List. The link titled "List Setup" will open a form where you can create a custom selection list. The empty list appears as follows:

You can then type into the List Items, one per row, or you can paste in a list from another source (e.g., Notepad, Word, and others. The depiction below shows how it looks with a list entered:

Select "OK." Save the Profile Question Setup.

In the Customer Center, navigate to Customer Setup, Profiles. You will see the List type questions with a drop-down box that has the selections you set up, where an answer can be chosen from the accompanying list.