Parent Data Confirmation - Contact Table Required Fields
Define required fields for Contacts in Parent Data Confirmation. For example: require at least name, relationship, 1 form of contact (at least one phone OR email) notification preference.
Require parent emails in contacts for data confirmation and Aeries AIR/OE
Bryan Starr commented
We would also like the ability for families to be able to Select Primary Contacts ( 1 and 2 ) in the portal.
This could be as simple as clicking a Star icon ( add the icon below the pencil ).
-- When you click the star, it toggles on/off
-- When you click more than 2 stars, it will prompt saying you can only have 2 primary contacts
-- When you click the star 'on', it will generate a prompt to select the primary number from the record, via a radio button list