Configuring Lead Required Fields
- Patrick Hauser (Unlicensed)
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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.