CCS Point of Sale
You are here: start » office » customer_relations_management » user_preferences
Differences
This shows you the differences between two versions of the page.
|
office:customer_relations_management:user_preferences [2011/12/15 23:47] markphillips |
office:customer_relations_management:user_preferences [2018/12/23 12:11] |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== Contact User Preferences ====== | ||
| - | |||
| - | 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. \\ | ||
| - | |||
| - | ===== How it works: ===== | ||
| - | |||
| - | This feature is based on templates that are preferences for all contacts.\\ | ||
| - | |||
| - | ===== Feature Options: ===== | ||
| - | |||
| - | * 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' | ||
| - | |||
| - | {{:office:customer_relations_management:preferences.png|}} | ||
| - | |||
| - | ===== Reporting on the Fields ===== | ||
| - | You may want to request help from CCS Staff, this section involves SQL Coding which most users are not familiar with.\\ | ||
| - | |||
| - | If you wanted to pull a report that showed when a patient first signed up, you would use a statement like this:\\ | ||
| - | |||
| - | SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate | ||
| - | FROM tblClients | ||
| - | INNER JOIN tblProductOrders | ||
| - | ON tblProductOrders.ClientID=tblClients.ClientID | ||
| - | AND EventSubject='Primary Center Designation Date' | ||
| - | WHERE iSDATE(FieldRepMemo)<>0 AND Coalesce(ClLogon, '')<>'' | ||
| - | AND FollowUp>=GetDate() | ||
| - | |||
| - | **The Parts of the statement are as follows:**\\ | ||
| - | |||
| - | **These are the fields to show. The first and last names of the patient. And the Date. FieldRepMemo is the field where the custom entries are always saved.**\\ | ||
| - | SELECT clFirstName,ClLastName,FieldRepMemo as SignUpDate\\ | ||
| - | |||
| - | **These are the the database table the information is stored in.**\\ | ||
| - | FROM tblClients\\ | ||
| - | INNER JOIN tblProductOrders\\ | ||
| - | ON tblProductOrders.ClientID=tblClients.ClientID\\ | ||
| - | |||
| - | **This is the criteria. In single quotes is the name of the custom field.**\\ | ||
| - | AND EventSubject='Primary Center Designation Date' | ||
| - | |||
| - | **This is more criteria. In this case it says there must be a logon, the custom must be a date, and the followup date is greater than or equal to today.** | ||
| - | WHERE iSDATE(FieldRepMemo)<>0 AND Coalesce(ClLogon, '')<>'' | ||
| - | AND FollowUp>=GetDate() | ||
| - | |||
| - | |||
Trace:
