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office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:35] markphsd |
office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:37] markphsd |
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| Medical Device Retailers have additional features for contacts and events that other Retail Sales systems don't have. These features are described here. | Medical Device Retailers have additional features for contacts and events that other Retail Sales systems don't have. These features are described here. | ||
| - | ===== Required Contact Types: ===== | + | ==== |
| + | Required Contact Types: ==== | ||
| == ==== Patients: ==== == | == ==== Patients: ==== == | ||
| - | |||
| Patients are the primary contact types used in MDR. Each new customer should be saved as a patient. This alerts the system to display more information for the contact. | Patients are the primary contact types used in MDR. Each new customer should be saved as a patient. This alerts the system to display more information for the contact. | ||
| == ==== Doctors: ==== == | == ==== Doctors: ==== == | ||
| - | |||
| Doctor's should be saved as the default contact type in the system named "Doctor". This allows them to be added to the doctor field in the patient contacts. | Doctor's should be saved as the default contact type in the system named "Doctor". This allows them to be added to the doctor field in the patient contacts. | ||
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