Set which customer fields are required

This article instructs you on how to make customer fields that are used throughout the system compulsory.

To set which customer fields are required:

1. Browse to Admin > Settings > Customer Settings > Customer Fields
   
2. Click Define Field Usage.
   

   You will be presented with a matrix of customer fields, where they appear, and how they are used.

   

   Click the image to enlarge.

3. Tick the Required checkboxes for each field in each area of the system as required.

   Some checkboxes are not editable as they are required by the system for normal operation. Making a customer field Required means that input is required for the field, and failing to provide input will reject the form being submitted with an error telling the user what they have done incorrectly.

4. Click on the Close button in the Define Field Usage popup.
5. Click on the Save button to save the changes.