Memo Message Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

<Customer Search Criteria> (Panel)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.

ID No.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

  • This panel will pop up upon the function screen opened.

  • The purpose of this panel is for user to search for the relevant customer record.
<Customer Listing> (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Customer IDs, Customer Names or Customer’s contract telephone number, user can click the relevant Customer ID or Customer Name or Phone No. button, accordingly.

Customer ID.

This is the search criteria button to be clicked once, for system to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing Customer IDs.

Customer Name

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customer names.

Phone No.

This is the search criteria button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Criteria' field is related to existing customers' contact telephone numbers.

Customer ID

This is the unique identification number of an individual (as in a person).

ID Type

This is the type of identification of an individual, e.g., AUTOGENID - Auto Generated ID, Passport.

Customer Name

This is the name of the customer.

Phone No.

This is the correspondence mobile phone number, or house number, or office number of the individual customer.

  • This window will pop up, after user has clicked once on either one of the available search criterion buttons located at the 'Customer Search Criteria' panel, when there are record(s) found or no record can be found.

  • The purpose of this window is for user to further filter and select a relevant customer record found.
<Customer Information> (Panel)

<Customer Name>

This is the customer name that is related to the 'Customer ID' field’s value.

Customer ID/ ID Type

This is the unique identification number of an individual (as in a person), and the type of identification number e.g., AUTOGENID - Auto Generated ID, Passport. and Passport.

Status/ Customer Type

This is the status of a customer information file in system database, e.g., 'N - Normal' or 'P -Prospect', and the type of customer associated with the value displayed at the 'Customer ID' field, e.g., I - Individual.

Dataset Code

This is the code associated the dataset of the customer information data fields used in creating the related customer information file earlier, e.g, INDIV.

  • This panel will be displayed, after user has double-clicked on a customer record at the 'Customer Listing' pop-up window.

  • The purpose of this panel is for user to view the main details of the selected customer record.
Memo Message (Panel)

Memo ID

This is a system generated reference number of the respective memo.

Effective Date

This is the date on which a memo is to be prompted at the selected function screen (refers to the 'Function Name' field).

Expiry Date

This is the date after which a memo will no longer be prompted at related function screen.

Allow Remove After Read

This is an indicator whether a memo can be deleted by user after it has been prompted at the selected function screen (refers to the 'Function Name' field).

The available options, are as follows:-

  • Y - Yes (memo can be deleted by user, after it has been prompted at the related function screen)

  • N - No (memo cannot be deleted by user, after it has been prompted at the related function screen)

Require Feedback?

This is an indicator whether a memo requires feedbacks when it is prompted at other function screen.

The available options, are as follows:-

  • Y - Yes (memo requires feedbacks, after it has been prompted at the related function screen)

  • N - No (memo does not require feedback, after it has been prompted at the related function screen)

Create Date

This is the date that the memo has been created.

  • This panel will be displayed after user has selected the relevant Customer ID.

  • The purpose of this panel is to allow user to view the list of existing memos created.
Memo Message Details (Pop-Up Window)

Message

This is the message that user intends to convey in a memo.

Effective Date

This is the date on which a memo is to be prompted at the selected function screen (refers to the 'Function Name' field).

Expiry Date

This is the date after which a memo will no longer be prompted at related function screen.

Allow Remove After Read

This is an indicator whether a memo can be deleted by user after it has been prompted at the selected function screen (refers to the 'Function Name' field).

The available options, are as follows:-

  • Y - Yes (memo can be deleted by user, after it has been prompted at the related function screen)

  • N - No (memo cannot be deleted by user, after it has been prompted at the related function screen)

Require Feedback?

This is an indicator whether a memo requires feedbacks when it is prompted at other function screen.

The available options, are as follows:-

  • Y - Yes (memo requires feedbacks, after it has been prompted at the related function screen)

  • N - No (memo does not require feedback, after it has been prompted at the related function screen)

  • This window will pop up after user has done the followings:-

    • Clicked once on the CreateNewRecord button.

    • Clicked once on the Details button of an existing memo record.

  • The purpose of this window is for user to do the followings:-

    • Input details for new memo.

    • View the details of each memo created.