It is extremely frustrating that employees are able to enter organization data for "add your own" and RIA that is incomplete - i.e., city, state, zip. Client has had to manually add data to fields in order to pull high level dashboard information. Can these fields be required, or at least an OPTION to be required?
Client Name | Webster Bank |
Employee Name | Jill Fromowitz |
Hi Christie, thank you for your submission. Could you share a little bit more information on what Webster Bank is requesting here? Specifically around the requested required as it relates to record individual activity (RIA) as an individual activity requires a location to be set which is plugged into a google maps component and provides that location information. For 'add your own' we have never included requirements for any additional information such as location as these are often used for programs, community work, and volunteerism that might not be specifically tied to a 'charity'.