Push Credit App - Required Fields
gathering votes
B
Brantley Nelms
I would really like if we had the ability to choose what's required and what isnt when a salesperson is inputting customer information/credit app. For example if they try to save or push credit app without there being an email, job time, birth date, when they go to save it doesn't allow them to. When it doesnt allow them to, maybe it can be highlighted in red for whatever was left blank or unanswered.
Michele McCoy
gathering votes
Thank you for the feature request. We are going to move this to Gathering Votes and see what other users think about it as well.
Shelby Parker
Hey Brantley Nelms, thanks for your feedback! I have a few more questions for you:
- What specific fields do you consider essential for the credit application process?
- Are there any other fields, besides email, job time, and birth date, that should trigger a warning if left blank?
- Would you like the ability to customize these required fields on a per-dealership basis or should it be standardized across all users?
C
Creighton Bloyd
I THINK THIS IS GENIUS