Details
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Type:
New Feature
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: None
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Fix Version/s: 4.1.0-b1
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Component/s: Staff Interface
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Labels:None
Description
- Create a new page for required fields (tbd, probably under Settings > Client Groups).
- A list of all optional client/contact fields should be shown. These fields are those that are set for creating a new client/contact in the UI (i.e. add a user, add a client, add a contact). It may make sense to have a multi-select option of Optional fields that you can move over to Required. Save them as client group settings.
- In the appropriate models, when a client/contact is created, the required fields should be retrieved and used with the rules to require the fields be non-empty (as appropriate).
Test creating a new client, and contact, from the admin UI, as well as a new contact from the client UI and a new client/contact from the Order form.
Issue Links
- Discovered while testing
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CORE-2404 Client cannot update account or contacts when requiring Title field
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- Closed
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Activity
Field | Original Value | New Value |
---|---|---|
Rank | Ranked higher |
Story Points | 8 |
Rank | Ranked higher |
Sprint | 4.1.0 Sprint 3 [ 40 ] |
Rank | Ranked lower |
Assignee | Tyson Phillips [ tyson ] |
Assignee | Jonathan Reissmueller [ jonathan ] |

Status | Open [ 1 ] | In Progress [ 3 ] |

Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Fix Version/s | 4.1.0 [ 11007 ] |

Status | In Review [ 5 ] | Closed [ 6 ] |