---
title: "Out-of-the-Box Rules"
slug: "out-of-the-box-rules"
updated: 2026-07-14T15:02:06Z
published: 2026-07-14T15:02:06Z
canonical: "help.idibilling.com/out-of-the-box-rules"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Out-of-the-Box Rules

Out-of-the-Box configuration rules are provided when Field Configuration functionality is deployed on an existing system. This is to maintain consistency for items that had pre-existing rules governing their behavior. These rules will ensure system behavior is not altered upon upgrade; however, you may modify or remove these rules as needed.

#### Default Country

The Default Country setting (Manage > Settings > Customer > Default Country) is no longer available as of version 18.7. Instead, this can be set up using Field Configuration. To account for the current Default Country on existing systems, an out-of-the-box rule is added to set the default value for all account types based on what was previously set via Manage > Settings.

#### Contact Fields

Customer Care previously required several fields on Primary and Billing contacts. Going forward, you have control over these fields. To maintain consistency on deployment, rules to require the following fields are provided out-of-the-box:

- Address 1 – all account types
- City – all account types
- State – all account types
- Zip – all account types
- First Name / Last Name – account types where tax class = residential
- Company Name – account types where tax class = business or industrial

#### Sales Channel

If the SaaS Config setting Require sales associate when creating new Customer is true, a configuration rule will be created to require the Sales Channel field.

> [!NOTE]
> Note:
> 
> As of version 18.7, the SaaS Config setting is no longer used. It was only accessible by IDI.