Demographics Item Edit
General
Information
This screen lets you define the attributes of a data field or
modify an existing field on one of your customer demographics
screen. The screen is accessed from the Demographics Definition screen.
How to
Use the Screen
Adding or Modifying an Item
Enter or modify the other fields below as required and press SAVE
to return to the Demographics Definition screen. Depending on which
type of data field that you are adding or modifying, some of the
fields below may or may not apply.
Field Definitions
FIELD NAME - this is a required entry for all types of data fields.
Enter the name to be used by M.O.M. to reference the field and its
information in the Customer Demographics File. Note that it does
not have to be the same as the name or prompt for the field that
you create for display on the demographic screens for your customer
service staff.
LABEL TEXT - for logical type data fields only, enter the prompt as
it is to be displayed on the demographics screen. For all other
types of data fields, you must create the prompt by using the
option on the maintain
demographics tool bar.
COLOR - for all types of data fields, select a color for the
display of the field on the demographics screen.
DATA TYPE - for character, numeric or date type fields only. Select
one of the following.
-
Character - for data that is collected as text. For instance, name
of spouse.
-
Numeric - for data that is collected as numbers. For instance,
waist size.
-
Date - for data that is collected as a date. For instance,
birthday.
FIELD LENGTH, HEIGHT, WIDTH - this is the dimension of the entry as
it is displayed on the demographics screen and in the demographics
database. The values are expressed in pixels. For character or
numeric type fields, only length applies. For date type fields and
logical fields, the length is preset by M.O.M. For memo fields, all
three apply. For drop down type fields, only length and width
apply.
#
OF DECIMAL PLACES - for Numeric type fields only. Enter the number
of decimal spaces required. Enter '0' for whole number formats with
no decimal spaces.
"VALID" CLAUSE - this is an optional entry for character or numeric
type fields only. This field controls the validation of an entry
for a field. Two types of validation can be structured in this
field.
-
Validating a Number within a Range - for example, a waist size
entry must be between 25 and 60. The Valid Statement would be
entered: WAIST>=25 .AND. WAIST<=60
-
Validating an Entry against a List - for example, customer's sex
can be M or F. The Valid Statement would be entered: SEX$"M/F"
PICTURE CLAUSE - this is an optional entry for character or numeric
type fields only. This field controls the format of an entry for a
field. The picture clause can be used to force the capitalization
of a character type field. To force capitalization on a character,
enter @! in this field.
INITIAL VALUE - this is an optional entry for all types of data
fields. This would be the value that you want to display in the
field as a default. In the case of logical type field, you can set
the default of the checkbox to be either Yes (checked) or No
(unchecked).
COMMENT - this a free-form optional entry for all types of data
fields and is used only to add additional information about the
field for your own purposes. It has no effect on the format of the
field on the demographics screen or in the demographics
database.
DROPDOWN OPTIONS - this is used only for dropdown type data fields.
The large dropdown box represents the choices currently available
in the dropdown box. To add another entry, type the entry in the
open field above the ADD and DELETE buttons, and press ADD. To
delete an entry, highlight the entry in the dropdown box, and press
REMOVE.
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