Update/Edit Business Rule Set
1 - Click into the Client Admin Center .
2 - Click on System.
3 - Click on Business Rules in the dropdown.
4 - Click on the Business Rule Sets tab.
5 - Click on the Business Rule Set that you want to change.
6 - If you want to change the:
- Business Rule Set Name - Click into the Name box under Rule Set and edit as desired
- Assigned Projects - Check and uncheck the projects as appropriate under Assign Projects
- Required Fields - Check and uncheck the Registrant and/or Inventory fields as appropriate under Required Fields
- Custom Fields - Check the appropriate Custom Field(s) under Custom Fields
- Values are unique to the: - click on the dropdown and select Project or Client as desired
- Required - check or uncheck the box as desired