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office:customer_relations_management:user_preferences [2011/04/04 03:44] markphillips created |
office:customer_relations_management:user_preferences [2018/12/23 12:11] (current) |
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| ====== Contact User Preferences ====== | ====== Contact User Preferences ====== | ||
| - | Allows for custom data fields for contacts.\\ | + | 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|}} | {{: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. To use this feature, you would need to access [[office:reporting:pivot_reporting|Pivot Reporting]]\\ | ||
| + | |||
| + | 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() | ||
| + | |||
| + | |||
| + | The report would yeild something like: | ||
| + | |||
| + | |John | Smith | 01/20/2011| | ||
| + | |Mary | Jane | 04/20/2011| | ||
| + | |Jim | Chough| 09/10/2011| | ||
Trace:
