Field Importance: Additional Customer Information Page

Additional Customer Information fields can now be set to "Optional" (default), "Recommended," or "Required." Agency data quality is therefore improved by allowing an admin to select the required fields needed for users to provide data in the Additional Customer Information field within Customer Setup.

In the Admin Center, under "Field Importance Setup," select "Additional Customer Info Fields." These fields can be selected by clicking on the radio button of choice. The System column shows any fields that are system-required, and there are none for Additional Customer Info.

In the Customer Center, open "Customer Edit for Additional Customer Information." A blue asterisk will appear next to a Recommended field. It is optional to enter data here, but it is recommended to do so.

A red asterisk will show next to a Required field. It is mandatory to enter, and you cannot save any customer edits (an error message will appear) if left blank or if it includes an invalid entry.