Changing which Customer/Boat Fields are Mandatory when Creating or Editing Accounts
Quick Intro
Havenstar can be configured to force users to enter certain information when creating or updating a boat or customer record. This article explains how to use the Settings screen to change which fields are mandatory. These settings affect both the Add Boat and Setup Boats (F10) screens.
If you have a lot of historical records, and you make a new field mandatory that wasn't previously, you may find that this impacts the users' experience, as they will be prompted to fill in the newly-required fields the next time they're in the Setup Boats (F10) screen.
Where To Find It
Add or Remove Mandatory Fields
The Settings screen contains a lot of key configuration that can have far-reaching affects throughout the system. If at any point you're not sure what you're doing and want to undo what you've done, close the screen, and select No when prompted to cancel any changes you've made.
To change which fields are mandatory, simply tick or untick the relevant checkbox as required, and then close the Settings screen. When prompted, select Yes to save your changes.
Example of Mandatory Fields settings screen showing ticked and unticked fields.
Permissions Required
Access to the Settings area may be restricted depending on your user permissions.
If you cannot access Settings or make changes to mandatory fields:
- Contact a user with elevated permissions within your marina
- Alternatively, contact Havenstar Support for assistance
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