Navigation:  GOLDWriter Mnemonic Dictionary >

Customer Profile PI

Navigation:  GOLDWriter Mnemonic Dictionary >

Customer Profile PI

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This section of the GOLDWriter Mnemonic Dictionary provides the CIM GOLD source location and entry details for GOLDWriter field mnemonics within the Customer Profile PI master record category. This master record can also be viewed by manually entering "CSPI" in the text portion of the Master Record field (as explained in the first step of the GOLDWriter Report Wizard process).

 

The Additional Text TX and Key name fields KS records can be accessed underneath this record in the GOLDWriter Report Wizard tree view.

 

CustomerProfilePIGW

 

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

Details

PIAWRD

Amount Keyword

 

 

PIDBDT

Dependant Birthdate

 

 

PIDWRD

Date Keyword

 

 

PIENAM

Employee Name

 

 

PIEPCD

Excluded Product Codes

 

 

PIIIDN

Individual ID Number

 

 

PILIDA

Link ID Number Action

 

 

PILIDN

Link To ID Number

 

 

PILIDT

Link ID Number Type

 

 

PILSDT

Last Saved Date

 

 

PIPAMT

Profile Amount

 

 

PIPCMD

Preferred Contact Method

 

 

PIPDAT

Profile Date

 

 

PIPYES

Profile Yes No

 

 

PIYWRD

Yes No Keyword

 

 

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