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RETURN TO THE MAIN SUPPORT PAGE


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
      • Email
      • Phone Number
  • (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
  • (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
  • (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
      • Email
      • Phone Number
      • Primary Address (not recommended)
  • (S) Marketing Information - 
    • The following field should be left as "Never"
      • Length of Stay
    • You can adjust this field to "Required"
      • Source
  • (T) Save - Click to apply your changes.


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