Customers

The checkForAccountNumber preference creates a link between the customer and the task, based on the account number. If the account number doesn't exist, the customer record will be created automatically, based on the task information.

If an uploaded task contains a different geocode than the one stored with the customer entry, the customer geocode will overrule, if the checkForGeocode preference is set.

Note that the checkForAccountNumber preference needs to be set to ensure this functionality.

If an onSite attachment is processed and the attachment contains a GPS coordinate, the customer geocode will be overruled by the new coordinates, if the checkForGeocodeOverwrite preference is set.

Note that the checkForAccountNumber preference needs to be set to ensure this functionality.

By default, gps is the only format which is accepted to overwrite customer geocodes. The preference checkForGeocodeOverwriteFormat allows the definition of other formats, for example: "gps,network". In that case, both gps and network locations with onSite task attachments are accepted for capturing the latest customer geocode.

If an uploaded task contains a different email than the one stored with the customer entry, the customer email will overrule, if the checkForEmail preference is set.

Note that the checkForAccountNumber preference needs to be set to ensure this functionality.

In cases where customers are visited on a regular basis, it is useful to store the various names of customer employees signing for the service (if signature is required). Optimize My Day is capable of storing the last three names used during the customer signature process. The names are stored as a comma-separated list in the department field of the customer. If an uploaded task contains a different department than the one stored with the customer entry, the customer department will overrule. To activate this functionality, set the checkForDepartment preference to true.

Note that the checkForAccountNumber preference needs to be set to ensure this functionality.