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[Customer Module] New Client procedure

Submitted by Matt C on Tue, 04/04/2006 - 23:01
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It would be nice to be able to, when adding a new client, have the option of requiring/prompting collection of certain fields. eg. Source of client
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Re: New Client procedure

Submitted by tony on Wed, 05/04/2006 - 16:37.
Hi Matt, The only way to do this at the moment is to add the fields you want to the archetype definition and mark them as mandatory so the customer cannot be saved until they are completed. We willbe highlighting mandatory fields in a different colour in subsequent releases which will help user identify key data entry fields. Regards Tony

Re: New Client procedure

Submitted by Matt C on Wed, 05/04/2006 - 22:44.
Visible prompts (particluarly a consistent color or style) is a great idea.
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