You can make certain Client fields a requirement when entering a new Client or editing an existing Client in Service Autopilot. These settings are called Validation Rules.
To change the Validation Rules, follow these steps:
- Go to Settings > Validation.
- Select the checkbox for any fields you want to require, such as "\Account Number or Sales Person.
- Click Save Changes.
Once the Validation Rules have been updated, a Client cannot be created or saved without entering all required information. If you are missing a field, an error message will appear to indicate which fields are missing.