CRM > Parameters > Customer Validation
The Customer Validation parameter allows you to gain greater control of data captured from the customers when any CRM record is created or amended.
Controls can be placed within the customer tab of the marketing record to decide if the field
should be either, Mandatory, Recommended, or in the postcode field Preferred. A blank field
indicates that no rules are set in terms of data capture from the customers.
To change the customer validation fields click “Amend” to allow customer fields to be changed
using the drop-down menu. Fields relevant to the quick create process now have a tick box
for workshops and parts. If ticked, the rules relating to that field within CRM will also apply
when creating a customer via the quick create process. I.e. If the Surname is set as mandatory
and the workshop is ticked, the surname will be mandatory when creating a record via the quick
create process in the workshop.
By default, Pinewood DMS controls the Mandatory fields as shown above for Surname, Intro Source, and Department.
Using the drop-down field against a chosen header, select the appropriate level of validation
required for the field.
The telephone number section includes a tick box to allow the user to ensure that at least one
telephone number must be populated when a customer is created or amended.
Alternatively, the Telephone, Mobile, and Other boxes can be controlled independently using the
drop-down fields. Once all customer validations have been set, click. “Save”.