Setting Mandatory fields for the Appraisal Form

Setting Mandatory fields for the Appraisal Form

Mandatory fields for the Appraisal Form are set at a company level.  To access these settings will require the 'Company Admin' role.  Navigate to the 'Settings' section on the LHS menu and select My Company. 



The appraisal settings are found in the 'Mandatory Fields' section of this screen. The Trade In fields are split into three;

  1. Trade In Vehicle Details
  2. Trade In Vehicle Specifications
  3. Trade In Valuation


As of version 21.2.1 the Yard field has been added as an option in 'Mandatory Fields' within the My Company screen.  When ticked the Yard will be required in order to create a Appraisal Form within AutoPlayAuto.com.  This is not normally an issue for Appraisals attached to Leads as these always have a Yard specified. 

However for users with the 'Standalone Appraisal' role the Appraisal may not always have a Yard.  In 21.2.1 if the user who creates the Appraisal has a 'Default Yard' set then the Yard will be automatically populated, and users can also set the Yard manually when creating a Standalone Appraisal that is not attached to a lead.


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