Default Settings:
We can set certain values as default
settings, these values will appear automatically every time we open a new
card. You can reset the default values at any time. For
example, we can set the current time, date and selected contact person to
appear automatically every time we open a new card.
Compulsory Fields:
Compulsory fields are fields that must
be filled. If these fields have no data, your card will not be saved and the
user will be notified that a compulsory field must be filled in. This tool
gives you insurance that your data will comprehensive, and workflow processes
completed. Users cannot skip or forget to enter data in these fields.
Compulsory fields are intended for
information that you consider vital, such as e-mail or telephone numbers. A
customer card cannot be created without this data.
Every folder can have different
compulsory fields. For example, in the price proposal folder, we can designate
"priority" as
compulsory.
In addition to permanent compulsory
fields, there are also related compulsory fields. Related compulsory fields
become compulsory, when certain values are entered into certain other fields.
In this way, if in the price proposal folder, "Rejected" is entered
into the "Status" field, the fields "Rejection Reason" or "Competitor" can become
compulsory.
This tool eases the implementation
process, and insures that the information you view as important will be
entered and saved in your software
Text Field Control:
Every Text field has a Combo Box value table. This value
table allows users to choose a value instead of typing, eliminating typing
errors and insuring the
homogeneity of the data. Every text field can be locked, partially or fully,
or left open to allow users to enter new values into the table. Certain fields
may be left unlocked, for
instance "Address" which needs to be typed in and not chosen from a
list.
Locking text fields is simple and takes seconds; locking
text fields will insure the homogeneity of the data and allow your data
reports and statistics to accurately reflect your data.
In general we recommend locking all fields and allowing
the system manager to enter changes when necessary.
Related Text Fields:
The values in the text field table may be dependent on
the value chosen in a different field. For instance if we choose a Model from
Model Type, the values
in the Model Accessories table will be those associated only with the Model in
the Model Type Field..
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