Validation Rules for Accounts

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, use the following steps:

  1. Go to Settings > Validation.
  2. Check the check box for any fields to be required, such as "Account Number" or "Sales Person."
  3. Click Save.

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.

 

 

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