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====== 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() The report would yeild something like: |John | Smith | 01/20/2011| |Mary | Jane | 04/20/2011| |Jim | Chough| 09/10/2011|