Employee Requirements

You can control the fields that will

ServiceCEO lets you control what fields need to be filled out before a customer record can be saved.

To define the required fields for an employee record:

  1. From the Requirements/Defaults Options dialog box, click Employee Options. The Requirements dialog box appears.

  1. Select the appropriate check box for each field you want to make required when creating a new employee.

  2. Click OK.

Back to: Defining Requirements

See Also: Implementation Checklist Overview

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