This validation rules makes VAT numbers a required field for all new customers registered via the Admin Panel and the Members Portal.
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Log in to dashboard.nexudus.com if you aren't already.
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Click Settings > Validation rules.
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Add a Name for your validation rule.
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Select the relevant Location.
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Toggle on This rule is active.
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Add a Description for your validation rule.
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Select Customer from the Record type drop-down list.
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Add the following snippet under Formula.
record.TaxIDNumber <> null AND record.TaxIDNumber <> ""
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Add the error message you want to show customers and admins when they forget to specify a VAT number.
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Click the Save Changes button.
All set! We recommend testing your validation rule by creating a customer without adding their VAT number. If you see your error message pop up shortly after trying to save the new customer record, your validation rule is working as expected.