Question / Issue |
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How do I make email address a required entry? |
Answer / Solution |
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- Access Preferences by clicking on your name in the top right corner and
selecting Preferences from the drop down menu.
- Click on Agency
- Click on Quote Entry, change Make Email Address a Required Entry to YES
- Click on Save and then Close to apply new setting
When Email Address is set a Required Entry, users will be forced to enter 1
of the following 3 entries on every quote:
- A valid email address
- No Email, or
- Customer Declined
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