Configuring Required Fields for your Agency

As an agency administrator, there are specific client and policy fields that you want to make certain your CSRs complete when inserting a new client and/or a new policy. Within your General Configuration settings, you have the option to configure a select group of fields to either present the user with a reminder to complete the information, or force the user to complete the information before saving.

See Best Practices for Clean Data for more tips to help you with some important configuration decisions.

To configure Required Fields

1. Click the  Setup icon, and then select  General Configuration from the menu.

2. Select the Required Fields side-tab.

   Each field can be configured to trigger a warning if left blank, or can be configured for required entry.

   As noted next to certain fields, some fields are always required by HawkSoft.

3. Use the check boxes next to each field to determine if the fields should be required or if the user should be presented with a warning when the fields are left blank.

   When editing client and policy information, fields marked as required are highlighted with a red outline, and fields marked for warning are highlighted with a yellow outline.

   Exceptions to Required Field settings:
   
   Download: When a client or policy is created automatically from a download, these settings do not apply.
   
   Data Importer: When a client or policy is created from the Data Importer, these settings do not apply.
   
   Carrier or Vendor client file: These settings do not apply when inserting a Carrier or Vendor client type.
   
   Sales Pipeline: When a policy is in the Sales Pipeline, most of the policy details are not yet determined.
   

4. Click OK to save changes and close the General Configuration dialog.

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