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Customer Alerts and Notes

Submitted by Guest on Thu, 29/10/2015 - 05:48
in
Category: 
Customer
Version: 
1.8

This report shows alerts and notes for either one selected customer or all.

Parameter selection:

Explanatory text:

This report shows the selected current alerts and notes for either one specified customer or all customers.
If you request that Inactive customers are included, then any that are inactive will have a # in the leftmost column.
The Auth column shows the login name of the author.
All the selection fields entered have % added so that leaving them blank will find all, and entering say Alert %cust will find all the Silver, Gold and Platinum Customer alerts, and e will find all the Email Invoice alerts.
If you just want to display just Alerts, then use a Note selection that will not match anything, eg zzz, and if you just want just Notes use say zzz for the Alert selection.
 
Sample Output:

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Re: Customer Alerts and Notes

Submitted by vetsonparker (not verified) on Tue, 26/07/2016 - 12:16.

Is there a patient version of this report? So we can search patient specific alerts and obtain client information as well...it would be easy to generate reports based on the alert

Re: Customer Alerts and Notes

Submitted by tgething (not verified) on Tue, 26/07/2016 - 12:55.

Humm - I see you put a note against the 1.6 Patient Alert Summary in the Resource Library.

Give me a couple of days and I will tart it up to:

a) provide a 'show details' option

b) if this is set show patient and customer data

What is the target system - 1.8?

Regards, Tim G

Re: Customer Alerts and Notes

Submitted by tgething (not verified) on Fri, 29/07/2016 - 05:43.

The revised patient alert summary and the new Patient Alerts reports are at http://www.openvpms.org/customisation/patient-alerts

Regards, Tim  G

Re: Customer Alerts and Notes

Submitted by vetsonparker (not verified) on Fri, 29/07/2016 - 13:11.

Thanks Tim - it works perfectly!

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