This guide explains how to set which fields as required when either creating a new Lead or processing a Move-in.
Access
- (A) Corporate - Click to open your Corporate dashboard.
- (B) Settings - Click to open your Settings dashboard.
- (C) Software Settings - Click to open your software settings.
- (D) Required Fields - Click to open your list of Required Field Sets.
Create a New Required Field Set - Note: If you want to edit an existing Set, skip to (H).
- (E) Add New Required Field Set - If you want to create a brand new set of required fields, click here. You'll be asked to create its name and associated facility(ies).
- (F) Name - Enter the required field set name.
- (G) Facility selection - Click the dropdown to select which facility(ies) you would like the required fields associated with. Note: After completing this step, continue to (I).
Edit an Existing Required Field Set
- (H) Edit - Select the Set you would like to edit.
- (I) Tenant Information -
- The following fields should be left as "Never"
- Middle Initial
- Date Of Birth
- You can adjust these fields to "Required"
- Last Name
- Phone Number
- The following fields should be left as "Never"
- (J) Driver/Vehicle Information -
- The following fields should be left as "Never"
- Storing Motor Vehicle
- Drivers License Expiration Date
- Vehicle Make
- Vehicle Model
- Vehicle VIN
- You can adjust these fields to "Required"
- Drivers License Number
- Drivers License State
- Vehicle License Plate
- Vehicle License State
- Vehicle Description
- The following fields should be left as "Never"
- (K) Lien Holder Information - All fields should be left as Never.
- (L) Contacts - All fields should be left as Never.
- (M) Insurance - This field should be left as Never.
- (N) Insurance Information - All fields should be left as Never.
- (O) Military Information -
- The following fields should be left as "Never"
- Brand of Service
- Place of Birth
- Military Email Address
- Last 4 of SSN
- Current Duty Location
- Military Rank
- Military Unit
- Squadron
- Division
- Type of Service
- Date Entered Service
- End of Active Service Date
- You can adjust this field to "Required"
- Military
- The following fields should be left as "Never"
- (P) Commanding Officer Information - All fields should be left as Never.
- (Q) Agent Information - All fields should be left as Never.
- (R) Tenant Information -
- The following field should be left as "Never"
- Middle Initial
- You can adjust these fields to "Required"
- Last Name
- Phone Number
- Primary Address (not recommended)
- The following field should be left as "Never"
- (S) Marketing Information -
- The following field should be left as "Never"
- Length of Stay
- You can adjust this field to "Required"
- Source
- The following field should be left as "Never"
- (T) Save - Click to apply your changes.
