====== 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. 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|