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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 [2018/12/23 12:17] (current) |
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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: ==== == | ||
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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: ==== == | ||
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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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