Field Constraints |
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Field constraints let you define the data that can be entered into a given field, which avoids data entry errors and eliminates delays and hassles later in the process. There are several options for setting the field constraints, so you can choose the best method for the type of data to be entered in the field.
Here are the types of field constraints available:
After you've configured your field constraints, click Test Validation to see if the validation is working as intended. When you do, a field appears for you to enter some test data. Enter the data and click Test to validate the data using your settings.
Configure Contact Methods |
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Customize your online order form to require specific contact details, such as borrower's e-mail address, to avoid wasted time and unnecessary callbacks. Configuring contact methods here allows you to choose the default contact method types displayed on your order form. This allows you to customize your preferred contact methods, and require contact information that must be entered when your clients/brokers place orders.
To configure your contact methods:
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