Mandatory Fields : Solution Center

Mandatory Fields Print

Modified on: Sun, Mar 3, 2019 at 12:45 PM

Select which fields are required to have information before the user can proceed with the Client’s profile.

1. Click Agency Admin from the System Navigation Bar

2. Click the Agency Settings tab

3. Select Mandatory Fields from the list on the left

4. Under each toggle (Demographics, Employment, and Custom Fields), select the fields you wish to be mandatory in all client profiles

5. System will save automatically

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