Difference between revisions of "Recording Contacts (Administrator guide)"

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(Created page with "=Recording Contacts= ==The importance of good contact recording== ==Administrator tips; making it easy for users==")
 
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==Administrator tips; making it easy for users==
 
==Administrator tips; making it easy for users==
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=Input Field Rules=
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==Input Field Rules for anonymous contacts==
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Recording anonymous contacts has a slightly different relationship to Input Field Rules - namely that recording of anonymous contacts will not function until you have set up some Input Field Rules to suit. To create some Input Field Rules, click the "Create Anon. Rules" link as shown:
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[[File:A_rac_1.png]]

Revision as of 09:52, 7 November 2012

Recording Contacts

The importance of good contact recording

Administrator tips; making it easy for users

Input Field Rules

Input Field Rules for anonymous contacts

Recording anonymous contacts has a slightly different relationship to Input Field Rules - namely that recording of anonymous contacts will not function until you have set up some Input Field Rules to suit. To create some Input Field Rules, click the "Create Anon. Rules" link as shown:

File:A rac 1.png