Fixing the 'Please fill in the fields marked in red' error message

When all the fields of a proposal form are filled in and you hit Next or Action, and an error message saying 'Please fill in the fields marked in red' shows, it might mean that your Payment Options under the area are not completely set up.

To fix this, a user with administrative rights must set up your firm's payment options in Main menu >  > Services & Pricing > Payment Options tab, then recreate the proposal from scratch in the Bridges area.

Note

Drafts created prior to setting up your Payment Options will not work retrospectively. 

• Related Articles

• Configuring proposal payment terms

  The Payment Options tab in the Services and Pricing area is where you set up your local tax information and your default payment terms for proposals. Attention You must have administrator rights to access the portal areas referenced in this article. ...

• Using pre-work

  It's essential that pre-work is received from all attendees prior to any advisory meeting. Pre-work is important because: It engages the client in the process - preparing them for your meeting It helps you to understand the client's position to ...

• Setting up a time and cost based proposal

  The proposal documents in The Gap Portal are not designed to handle time and cost based services as we believe that services should be value-based, not time-based. However, for any exceptions, portal administrators can follow the steps below to ...

• Using proposals

  Proposals are portal forms used to offer services to your clients. All proposals are able to be accepted online by the client or they can print and sign a PDF version attached to the email sent via the portal. The accepted proposal forms a legally ...

• Fixing the 'Client with this name and email is already in your client list' error

  If the below error appears when adding a new client, it means the client already exists in your portal records. If you experience this error: Use the Search  feature to see if the client is in your client list. If the client doesn't appear in the ...