CCS Point of Sale

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office:customer_relations_management:user_preferences [2011/04/29 16:32]
markphillips 		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.\\ This feature is based on templates that are preferences for all contacts.\\
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 {{:​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|

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