PracticeMaster Q&A: Making Fields Required

December 2021    Tags:

We added a new field to our Client file that needs to be filled in, but some of our employees keep forgetting it. Is there a way we can prevent the field from being left blank?

In File Maintenance, you can specify a field to be required. When a field is required, the record cannot be saved until the required field has been filled in.

To make a field required

  1. In the Quick Launch, search for and select “File Maintenance.”
  2. Select Client and click OK.
  3. On the Field tab, select the field that you want to make required.
  4. In the Custom Properties section, select the Required check box.
  5. Click Done and then click Yes to save your changes.

Note: When requiring a field, you can optionally provide predetermined values. Select the Use a Drop-Down List check box, click the Edit List button, and add the desired values. For example, if you want a client’s marital status, you might have options of married, divorced, single, widowed, or unknown.

Share or Print this Article
No votes yet.
Please wait...

« PREV NEXT »


Leave a Comment