Thanks for the feedback, Dustin Rizo — totally hear you on wanting to capture everything up front so the record is complete from the start. A couple quick questions to make sure we’re solving the right thing: when is your team typically creating a new customer (walk-in, phone lead, internet lead, etc.), and what breaks or gets messy if the customer is created before those details are entered? Also, when you say “before creating,” do you want Address/Email/Phone/DOB to be required in order to save the customer, or just included as part of the same creation flow step? And should those fields be mandatory for every new customer, or only in certain scenarios (sales vs service, primary buyer vs co-buyer, etc.)?