Prevent a client file from being created without an address

Currently when a client file is being created an address is not required.  This creates problems with correspondence generated for a contract.  If there is no address in a client file for a contract, neither the name or contract number are put on some correspondence created.  This causes a problems for the people working policies and customer service when they are trying to work their correspondence. 

  • Gravatar Jama Lea Stacy
  • Mar 10 2016
  • Shipped
I need it... Yesterday (let's go already)
  • Mar 17, 2016

    Admin Response

    We are unable to prevent a client from being added if there is no address because we can't stop users from hitting cancel, closing the browser, etc. However, we can throw an error if a user is trying to attach a client relationship for a client with no address. I have talked with Amy and this is actually the problem this idea is trying to fix. We will implement an error check when attaching client relationships.

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