How do I make "Customer Phone1" a required field?

EPASS Support

19-Jun-2025

To make the "Customer Phone1" field required when creating a new customer account, simply enable the "Require Phone 1" option in the system settings. After saving the change, log out and log back in for the update to take effect.

Steps to Set "Customer Phone1" as Required:

1. Navigate to System Maintenance:

   • Go to Tools > Systems Maintenance > Variables > Accounts Receivable.

2. Access the Customer 2 Tab:

   • Click on the Customer 2 tab within the Accounts Receivable settings.

3. Enable Phone1 Requirement:

   • Check the box next to Require Phone 1 to ensure this field is mandatory for new customer accounts.

4. Save and Exit:

   • Click OK to save your settings.

Important Note: Once you've made these changes, you will need to exit EPASS and log back in for the updates to take effect.