Mark a custom field as recommended
You can mark a custom field as recommended to help ensure that staff fills it in before placing orders or changing the status of an invoice.
- Recommended custom fields will be indicated by an exclamation mark symbol when editing order items
- A warning message will display if a user tries to place an order or pay an invoice with recommended fields uncompleted
- A custom field can be marked as recommended when it is created. See Create a custom field
To mark an existing custom field as recommended:
- Navigate to Settings > Custom Fields.
- Click the Field Name for the custom field you want to update.
- For Recommended Field, select the Yes radio button.
- Click Save.