Automated Profile Prompting

Customer Relationship Management (CRM) > CRM Overview > Customer Scripting and Profiling

Automated Profile Prompting

The system can be configured to automatically prompt the operator for answers at specific points during processing. When these prompts appear and how the prompt program behaves can be set using the Profile Prompting Logic parameters described at the end of this document. There are four modes of profile prompting which can be set at each point in the application where questions are automatically asked.

The Profile Prompt Logic is determined by setting the Prompt Point parameters with a value from the following table.

F248:SPSPL01 Setting Table

Code	Description	Additional Information
M	Manual	Prompt with list of question sets.
A	Automatic	The operator will be prompted with a list of the only the open (Active & Expired) questions from all question sets for the customer being processed.
F	Fast Mode	The operator will be prompted for to answer a single open question. The program will automatically go into the entry panel for speed, then exit.
E	Extended	This mode provides the operator with a fast mode entry panel and the list of open questions on one panel.

The Profile Prompt Points are set using the following parameters to determine where the customer profile prompter is automatically invoked. Setting a parameter to a valid profile prompt logic setting (see next table) will cause the profiling system to automatically appear at the specified point.

Profile Prompt Point Table

Parameter	Profile Prompt Point
SPSPPP-1	Whenever a customer record is created.
SPSPPP-2	Whenever a customer record is edited.
SPSPPP-3	Whenever a customer record is viewed (zoom).
SPSPPP-4	At the start of entering a new order.
SPSPPP-5	Exiting the contact information panel
SPSPPP-6	When the order is being saved, before the save process starts.
SPSPPP-7	After the save process is done.
SPSPPP-8	After each line item is entered. This option is normally reserved for us in Fast Mode.
SPSPPP-9	Entering the Contact Information Panel

Any combination of the above prompt points may be used.

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