CSPI - Customer Profile |
  
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Navigation: Security Screens > Setup Screen > Field Level Security Screen > All Fields field group > Record Type >
CSPI - Customer Profile |
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The table below displays the Mnemonic, Description, and CIM GOLD Location for fields available within the CSPI record.
These fields will appear in the All Fields list view when "CSPI" is selected in the Record Type field. Mark the Restrict checkbox next to each desired field to restrict that field for the selected employee or profile. See All Fields for more information about the process of setting up field security.
These mnemonics pertain to customer profile information displayed in Platform. Contact GOLDPoint Systems for more information about setting security for these mnemonics.
Mnemonic |
Description |
CIM GOLD Field Location |
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PIAWRD |
Amount Keyword |
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PIDBDT |
Dependant Birthdate |
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PIDWRD |
Date Keyword |
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PIENAM |
Employee Name |
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PIEPCD |
Excluded Product Codes |
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PILIDA |
Link ID Number Action |
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PILIDN |
Link To ID Number |
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PILIDT |
Link ID Number Type |
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PILSDT |
Last Saved Date |
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PIPAMT |
Profile Amount |
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PIPCMD |
Preferred Contact Method |
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PIPDAT |
Profile Date |
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PIPYES |
Profile Yes No |
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PIYWRD |
Yes No Keyword |
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