Shop Setup – The Required Fields Tab

Use the Required Fields tab to specify which fields must be completed when an opportunity is converted into a repair order.

Note: Fields not specified as required are still available during the conversion process, but are optional.

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the Required Fields tab.
  3. On the Required Fields tab, select the Force Marketing upon Importing Jobs check box.
  • To associate an agent with the insurance company, select the Associate Agents with Insurance Companies check box.

  1. On the Field list, select the check box of each field that must be completed when an opportunity (estimate) is converted into a repair order.

  2. Click Update to save your work.
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