Scorpion Feed - New Contact Form
Karen McGovern
How could we have the New Contact Form in Scorpion feed more information into Precise? Today only demographic information feeds over and we manually have to update the rest. I realize some owners customize certain fields allowing complexity to create a feed into Precise. It would be interesting to know how many of us have customization for key fields. Especially as we scale and grow, less manual entry would be fantastic.
A suggestion as we scale and for those who DO customize certain fields could be 1) The interface can have logic if it doesn't match x, then they don't update for the client - like today. 2)Those who DON'T customize have fields update automatically saving time, better quality, saving our bottom line and allowing us to focus on other things.
Ex: Type of Service, Dog Name, Breed, Weight of Dog, Comments, how they heard about us... Etc. Great opportunity to save time for all of us.
The option for those with customized fields would still be open for them to adjust. There could be downstream impacts with YOY reporting etc. I imagine an export across the FO to determine majority of those using customized fields could help identify those impacted and also rule out if majority could immediatley impact from the enhanced auto feed. I would be happy to help in anyway.
Log In
Adam Smith
As this is Woofie's-specific functionality, you will need to make this suggestion through your main contact with Woofie's, where they can assess the best update for this in regards to all locations that use it.