Name of Feature/Request: Allow ability to make Assignment a requirement when creating a new customer
What financial, time savings, or quality of life improvements will occur from this: Create optional enforcement of customer assignments to be created at the time of customer creation. | Frequency: Happening 20-30 times a day | SchoolPride is reliant upon customer assignments for accurate reporting
Attempted Solutions So Far: Try to change the security settings for assignment based on permissions. This is not a requirement though, so it can often be missed.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: SchoolPride is reliant upon customer assignments for accurate reporting - They would like to enforce the assignment setup at the point of creating a customer. This way they are making sure that every customer that gets added to their system is set up with an assignment, | Previously accomplished: Manually adding the assignment after the customer is created - can often lead to customers not getting an assignment as it gets forgotten.
StrivenID: 4949951