Accessed links
Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create notes via the button on the bottom right of the window.
To show a tooltip, mouse over an icon in the last accessed panel, or a name in the staff tracking panel. This tooltip only shows for contacts and organisations They take into account a number of business rules and pull information from either the Contact or the Organisation in the following way. These tooltips all work work the same. Email
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The system is returning the top most priority email for the Contact, priority is determined as: 1 - Contact Level Business Email
2 - Contact Level Personal Email
3 - Other Contact Level Emails
4 - Contact's Primary Organisation's Business Email
5 - Contact's Primary Organisation's Personal Email
6 - Other Contact's Primary Organisation's Email Phone
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The system is returning the top most priority phone for the Contact, priority is determined as:
1 - Contact's Business Phone
2 - Contact's Primary Organisation's Business Phone
3 - Contact's Personal Phone
4 - Other Contact's Phone Mobile Phone
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The system is returning the top most priority mobile phone for the Contact, priority is determined as: 1 - Contact's Business Mobile 2 - Contact's Primary Organisation's Business Mobile 3 - Contact's Other Mobile Fax Number
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The system is returning the top most priority fax number for the Contact, priority is determined as: 1 - Contact's Business Fax 2 - Contact's Primary Organisation's Business Fax 3 - Contact's Personal Fax 4 - Contact's Other Fax Number Address
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System first checks if the Contact has privacy setting for one or all of the following: - No Contact - No Consolidated Visits - No Postal Mail If Contact has no privacy setting, then system will get the top most priority physical address for the contact which is determined as: 1 - Contact's Business Physical Address 1- Contact's Primary Organisation's Business Physical Address 2 - Contact's Home Physical Address 2 - Contact's Primary Organisation's Home Physical Address How do I hide some information from appearing? =============================================
Based on the rules above, if you want to not list a staff members phone number, you should create a new Phone Communication Reference type - e.g. Temporary Staff - Phone etc. This will let you hold the information in ChilliDB and it won't be picked up and displayed anywhere except on their record.
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