How do I modify the mandatory and visibility status of the fields on the client sign-up form in eCenter?
Some centers may want to make certain fields on the client sign-up form mandatory or invisible. These preferences can be set within the center record in WebCATS. You can access the center record by using the View|Centers navigation menu command. Click on the center name to view the center record and click on the edit button in the upper right-hand corner of the screen. Once you are in edit mode within the center record, scroll down to the eCenter Client Sign-up Fields heading as illustrated in the graphic below.
At this point you are able to set the status of the fields. If you set a field to "Don't Include" that field will no longer appear within the form. If you set the field to "Visible" it will appear, but it will not be mandatory. If you set the field to "Mandatory" it will be a mandatory field that new clients must enter in order to complete the form. You'll notice that not all fields have all three status options. Various system requirements within eCenter and WebCATS records make this limitation a necessity. Once you have made the desired changes click Update.