Information displayed in tooltips for Staff Tracking and Last

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 ===== 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 ===== 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 ============ 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 ========== 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 ======= 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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