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Require all customer information


Is there a way for users in their workspace to be required to enter all customer information when entering a request: Customer #, email, phone,firstname, last name.


Not currently, but we’ll consider this for a future release. You should also look at using Live Lookup. That will allow your staff to only put in the customer ID and then let Live Lookup fill in the rest of the data. You can read more about it here:


I use livelookup. it works great! I just want to make SURE they use it.


Ah, gotcha. For now it’s probably best handled as a management issue. I’d build a filter with all the current requests and add each of those 5 columns to it’s display. Then you could see if they’ve filled it out and if not remind them to. I would think after a few reminders they’ll get it down.