Name of Feature/Request:
Option to make Customer Information including Email, Phone Number, Address, etc required when creating a new Customer/Vendor
What financial, time savings, or quality of life improvements will occur from this:
Frequency: Daily, multiple times per day | Users are having to consistently update their customer records with additional information because when the Sales Rep enters the customer account they are leaving out this information. When trying to perform sales follow ups with a customer Scott is having to first track down their contact information to reach out.
Attempted Solutions So Far:
Train staff on the Importsance of entering in complete records
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
Users are entering Customer information but often times are leaving critical information out - Phone Numbers, Email Addresses and Physical Addresses are not being added to the customer account and need to be updated afterwards.
StrivenID: 5491059