Difference between revisions of "How do I Make the Entry of Contact Details Mandatory?"
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=== Encouraging Data Collection === | === Encouraging Data Collection === | ||
| − | Go to {{ | + | Go to {{PlatinumSettings}} and search for {{DataValue|contact data}}. |
| − | + | * Change {{DataPrompt|Encourage Contact Data}} to {{DataValue|Yes}}. | |
| − | * Change {{DataPrompt|Encourage Contact Data}} to {{DataValue| | ||
| − | |||
=== Reviewing Data Collection Log === | === Reviewing Data Collection Log === | ||
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This file will show the Computer, User, Account Code and Name Created and the reason provided for not entering the details. | This file will show the Computer, User, Account Code and Name Created and the reason provided for not entering the details. | ||
| − | == See | + | == See also == |
* [[Creating a New Customer/Supplier]] | * [[Creating a New Customer/Supplier]] | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
Revision as of 10:55, 15 September 2016
Contents
Summary
The following article will explain how to prompt users to enter contact details if they have not already been entered against the account.
More Information
For each customer account in Platinum there are fields for "Mobile" and "Email Address". Since this is valuable and significant information, when you create an account, if these fields are not filled in the system can prompt the user to enter the information or provide a reason for not entering the details.
Encouraging Data Collection
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'contact data'.
- Change "Encourage Contact Data" to 'Yes'.
Reviewing Data Collection Log
If the user does not enter details into either "Mobile" or "Email Address" fields when creating a new account, they will be prompted to enter the details on exiting the account. If again the user does not enter details into the "Mobile" or "Email Address" field, they will have to enter a reason for not providing the details in the "Why not set" field. This information is then stored in a log file for later review.
To review the log, open '<Platinum Installation Drive>\SX\SXCo1\CONTACT.LOG'. This file will show the Computer, User, Account Code and Name Created and the reason provided for not entering the details.
See also
- Creating a New Customer/Supplier
- How do I Find a Customer?
- How do I send an SMS Message from Platinum?
- How do I Send an Email from Platinum?
