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Conga Support

Identifying a Required Location Field

In capturing additional addresses for a company that your organization does business with, Novatus requires a minimal number of fields to be populated. However, Administrators can designate additional fields in the Locations screen as required fields.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Lists to display the List Administration screen.

Note: If the Lists link is not in your Admin menu, you do not have the permissions to use this feature.

B

Fields List category

Locate the Address category by entering "location" in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the image108.png icon. The Search option is used to search for field lists, and not list categories.

Note: The items in this category include one field list, a link to the location fields that can be made mandatory, and a link to the fields for which a Quick Tip can be added.

C

Location Required Fields link

Click to display a list of the optional fields in the Locations screen that can be designated as required fields. To sort the optional fields, click on the Field Name header to toggle between ascending (A-Z) and descending (Z-A) order.

D

Excel button

Click if the list of optional fields is lengthy, and you want to view the list in an Excel spreadsheet. The Excel application launches and displays a spreadsheet with an easy-to-view listing of all location types.

E

Required check box

Click inside a check box to select it and make the field required. To change a Location field from required to optional, simply de-select the field's Required check box.

F

Save button

Click to save your information and identify a company location field as required.