Name of Feature/Request: Option to make Customer Information required when entering a new customer
What financial, time savings, or quality of life improvements will occur from this: Frequency: Daily, multiple times per day | Scott is having to consistently update 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: Previously accomplished: 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