Require Customer Information Settings

Role: Core Administrator

In the Required Customer Information section of the "Other Settings" tab, 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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