How to use data collection prompts

You can use this feature to remind users to collect missing data from Other Info Custom Fields when they result a contact. To set up data prompts:

  1. Login as Admin
  2. Select Project
  3. Go to Field Customization
  4. Select Data Collection Prompts
  5. Select the Result Code for which the prompt should appear
  6. Select the set of fields for which data should be collected when the Result Code is chosen
  7. Check the Mandatory box on fields for which data must absolutely be provided before resulting
  8. Save

Note: Now, when a user selects a Result Code and clicks Save, the data collection prompt will appear.  Fields that are Mandatory can not be left blank to move past this screen.

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