System/Custom Fields Validation

Owned by Coreen Stalnaker
Last updated: Apr 01, 2024
3 min read

Required fields are specific fields within a lead that must be filled in with valid information before the user can proceed with a specific action. They are essential for ensuring that complete and accurate data is collected, and they play a crucial role in data collection. Please note, the data is only as good as the Users input and will require review, tracking, and training for data accuracy. 

 

All required fields are set Per Product and must be modified from Settings-Products

 

  1. Before beginning create a Custom Field, as needed. See Adding Custom Lead Fields for reference. If System Field, ignore this step. 

  2. From Settings select Products

  1. Filter the Products by System Visible and select any product to begin customization

    1. If required fields are being set up for a specific Carrier, filter by Carrier as well

  1. Double click to open the product and select the Validation Tab. Determine what Stage the selected fields will be required; Conversion, Verification, or Submission. See Policy Stages for more information.

  1. The top 2 boxes indicate System Fields that can be marked Required. The bottom 2 indicates any Custom Fields that can be marked Required. Save product.

  1. Once the fields are set as desired they will need to be cloned to all products.

  2. Note the Product ID that was originally modified, select the checkbox to the left of the Products to select all and select Mass Customize

  1. On the Top Right, enter the Product ID into the designated field to Clone the updated settings to all selected products and click Mass Customize Products to share settings. 

  1. To confirm settings were accurately copied, open any product at random and verify changes are present on the Validation tab.Â