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Socket Pro Tips: Form Fields

The ability to manage which customer information is required when generating a Quote can be managed under Settings > Form FieldsĀ as per the screenshot below:

In the above example, only the defaulted Mandatory fields (First Name, Last Name, Email, and Country) are required to create a Quote for a customer. This will be reflected on the Quote Create screen under theĀ Prepared ForĀ section as per the screenshot below:

For the default Mandatory fields, and any other fields that have been set to required, there is validation in place that will prevent the Quote from being Previewed or Generated if the fields have not been completed correctly as per the error message below:

 

 

 

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