Require Customer Tag Number (Management setting)

Use this setting to make the Customer Tag Number field required to complete different types of appointments, open agreements (web and mobile), and/or close agreements (web and mobile). You can do this for Loaner and Rental appointments and agreements, depending on the Agreement Types made available for the location.

To make Customer Tag Number required:

• on new appointments: click APPOINTMENT.
• at open agreement: click OPEN AGREEMENT. This includes agreements in which a Third Party unit is assigned. See "Third Party Agreements" for more information.
• at close agreement: click CLOSE AGREEMENT.