Visit Boris website Item Type - Contact person
From Add Item in Template Maintenance select the Scanned list button shown here.

From Add Item in Template Maintenance select the Scanned list button shown here.

Contact details can be sent to the mobile device. Contacts can either be shown for the customer, for the location only or for both the customer and location. Contact details include: name; phone number; mobile number and e-mail address. Phone numbers can be tapped to call or send a text message (except on Windows devices) and e-mail addresses can be tapped to send an e-mail.

 

The contact details item can also be used, if specified, to add in new contacts. Any new contacts will be sent back to the server and will then become available to all users.

Unable to show how a Contact person item might look on a device.

Unable to show how a Contact person item might look on a device.

Main

Main screen for creating/amending a Contact person item
Main screen for creating/amending a Contact person item

Main screen for creating/amending a Contact person item

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Mandatory

Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Include customer-wide contacts Tick this box if you wish to include all contacts for a particular customer (company).
Include contacts for location Tick this box if you wish to include contacts of that location (multi-location customer).
Allow creation of new entries on the device Tick this box if you wish to allow the operator to add new contacts.
Default value

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Advanced

Advanced features of a Contact person item.
Advanced features that can be applied to a Contact person item.

Advanced features that can be applied to a Contact person item.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for a Contact person item.
Display conditions that can be applied to a Contact person item.

Display conditions that can be applied to a Contact person item.

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.
See Also

Concepts

Setup menu

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.