This article applies to:CertCapture
Use the Retail Purchaser Settings to manage the information you want to collect from your customers as they submit a certificate.
- In CertCapture, go to Settings > Company Settings > Company Details.
- Select the Retail Purchaser Settings tab.
- Select Edit to make changes.
- Choose one of the following options for each field:
- Required: Your customers are required to provide this information when they submit a certificate.
- Preferred: You would prefer that customers provide this information, but it is not required.
- Optional: Your customers are not required to provide this information.
- Disabled: The field is disabled, and your customers are not asked to provide this information.
- Select Update Purchaser Settings to save your changes.
After you've activated CertCapture for Retail and customized the settings, create and edit locations.