Require Customer Information Settings

Role: Core Administrator

In the Required Customer Information sub-group of the "Other Settings" panel, you can define what customer information will be required to be filled out prior to utilizing the facility.  

  • Require Phone from external customers:  When defined as YES, external customers will be required to have a phone number on their account before they can view or request any services within the facility.
  • Require Title from external customers: When defined as YES, external customers will be required to have a title on their account before they can view or request any services within the facility.
  • Require Billing Address for external customers: When defined as YES, external customers will be required to have a billing address on their account before they can view or request any services within the facility.
  • Require Shipping Address for external customers: When defined as YES, external customers will be required to have a shipping address on their account before they can view or request any services within the facility.
  • Require Phone from internal customers: When defined as YES, internal customers will be required to have a phone number on their account before they can view or request any services within the facility.
  • Require Title from internal customers: When defined as YES, internal customers will be required to have a title on their account before they can view or request any services within the facility.
  • Require Billing Address for internal customers: When defined as YES, internal customers will be required to have a billing address on their account before they can view or request any services within the facility.
  • Require Shipping Address for internal customers: When defined as YES, internal customers will be required to have a shipping address on their account before they can view or request any services within the facility.
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