Add Custom Fields to Your Database
Every SunshineActSoftware.com database can be configured to your particular needs. In this example, our organization assigns each recipient to a particular sales rep. Every sales rep has a user account, so we Add a new column to our Recipient table called AssignedSalesRep and link that to our users. We can even use this new field to limit which recipients our sales reps see when they are adding new payments. If each sales rep has just 30 or so recipients assigned to them, then their drop down lists will just have those 30 doctors or hospitals, not the thousands your whole company works with throughout the entire United States.
We want to make life easier on the Sales Reps so they can enter the information quickly and easily, even on their mobile devices. Scroll down for screen shots of our mobile interface.
5/11/2013 1:10:49 PM