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office:customer_relations_management:user_preferences [2011/04/29 16:33] markphillips |
office:customer_relations_management:user_preferences [2018/12/23 12:11] |
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- | ====== Contact User Preferences ====== | ||
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- | This feature allows for custom data fields for contacts. It helps you keep information for specific business types, this can include fields such as: allergies, caregiver contact information, when to contact. The options are unlimited. \\ | ||
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- | ===== How it works: ===== | ||
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- | This feature is based on templates that are preferences for all contacts.\\ | ||
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- | ===== Feature Options: ===== | ||
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- | * To add new fields, press 'Preference Template' then 'Add Preference' | ||
- | * To Initiate preferences for a user, or run an update on their current prefernces (to add any new fields) Press 'Update Preferences' | ||
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- | {{:office:customer_relations_management:preferences.png|}} | ||
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