Enable mandatory fields for clients

Introduction

This enhancement allows an administrator to control which of the fields listed below are defined as mandatory on the client creation form. The configuration is made on the accounts receivables parameter screen where a new tab “customer mandatory fields” fast tab has been added to the general tab.

• Client relationship partner
• Gender and ethnic origin (individual clients only)
• The address fields

Feature management

A new feature has been created “(evergreen) Enable mandatory fields for client”. This must be enabled for the functionality to operate.

Workspace >> Feature management >> Filter (evergreen) Enable mandatory fields for clients:

Accounts receivable parameters

The configuration can be found on the Accounts receivable parameters screen:

Accounts receivables >> setup >>Accounts receivable parameter >> General

Client creation form

A field set to mandatory on the configuration form will be mandatory on the client creation form:

Parameter configuration
New Client form