On many fields in the client record, there is a color band on the left side of the box.

  • A red band indicates a required field.
  • A blue band indicates a recommended field.

If a required field is left blank, then it will not be possible to leave the record without completing that information.

If some recommended information is missing, when you leave the record, a reminder text box will pop up to indicate which recommended fields are empty. However, it is possible to exit the record by clicking on the Cancel button.

Required and recommended fields are set in the “Setup / Help” section. This is the LAST on the left side and only the local administrator has access to this tab. Almost every field throughout the client record can be designated as required or recommended.