Working within the VisitReport Dashboard
      Back to home
      1. snapADDY Knowledge Base
      2. snapADDY VisitReport
      3. Working within the VisitReport Dashboard

      How can I configure the mandatory contact fields for the VisitReport app?

      Organization-wide required fields

       

      👉🏽 The mandatory contact fields for the VisitReport can be configured here by the organization's administrator.

       

      custom required fields for events

      1. Go to the event settings

      2. Under "Export" you will find the mandatory fields for contacts

      3. Here you can choose between organization-wide (default), custom required (only for this event) & no required fields (for this event)

      4. If you select custom required, you can now click on them and save changes

       

      👉🏽 When entering contact data into the app, these fields are displayed as mandatory and must be filled in for the report to be exported from the app.