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1.7 CSH query - Contact Purpose system usage

Submitted by Guest on Tue, 21/05/2013 - 08:55
in

See http://www.openvpms.org/documentation/csh/1.7/admin/lookup/contactPurpose

Does the system use the contact purpose for things other than reminders? If so can someone give me a list so I can add them.

Thanks, Tim G

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Re: 1.7 CSH query - Contact Purpose system usage

Submitted by tanderson on Wed, 22/05/2013 - 10:57.

The following are used within the code:

  • BILLING
    • used to select a contact.location for billing purposes
    • used to select the contact when processing statements. Could be an email contact for example
  • REMINDER
    • used to select contacts when processing reminders
  • CORRESPONDANCE
    • used to select a contact.location for correspondance purposes
  • HOME
    • used to select a home contact.phoneNumber
  • WORK
    • used to select a work contact.phoneNumber
  • MOBILE
    • used to select a mobile contact.phoneNumber

As far as I know, POSTAL isn't used.

-Tim

Re: 1.7 CSH query - Contact Purpose system usage

Submitted by tgething (not verified) on Thu, 23/05/2013 - 13:07.

Thanks Tim - I have updated http://www.openvpms.org/documentation/csh/1.7/admin/lookup/contactPurpose - you may want to check what I have said.

When exploring how things worked, I set up Joanna Bourke (first customer in the 1.7 A system) with various email addresses with different contact purposes.  I then used Charges to generate an invoice and attempted to email it.  The resulting write email screen is below.  As you can see, it left the To address empty but with the pulldown containing all defined applicable email addresses.

Is this the intended functionality or should it have selected the Billing one (since we are emailing an invoice) ?

Also should it have included the Referring vet? - there is indeed an active referral, but again I would have expected that with an invoice, the referring vet would not be applicable.

[ignore the funny from address, I haven't cleaned that up yet]

Re: 1.7 CSH query - Contact Purpose system usage

Submitted by tanderson on Thu, 23/05/2013 - 17:33.

Your idea is a good one, but the type of document being sent isn't used to determine the list of email addresses, the current context is.

In the customer and patient workspaces, the To dropdown will include:

  • the customer's email addresses
  • the referral email addresses
  • any practice email addresses associated with the referrals

In the supplier workspaces, the To dropdown will include:

  • the supplier's email addresses

In all other workspaces, the To dropdown will be empty.

You can find more information on the current implementation here: https://openvpms.atlassian.net/browse/OVPMS-1295 and the corresponding project: http://www.openvpms.org/project/email-addressing-enhancements

-Tim

Re: 1.7 CSH query - Contact Purpose system usage

Submitted by tgething (not verified) on Fri, 24/05/2013 - 05:55.

Tim - thanks for this. I have ammended http://www.openvpms.org/documentation/csh/1.7/admin/lookup/contactPurpose to include this.

Regards, Tim

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