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NYCDA-Processing / RecruiterSDK

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Origin/Inquiry Sources to update when Discount Code is applied #29

Open ncooke opened 9 years ago

ncooke commented 9 years ago

BACKGROUND: Casey has programmed Recruiter to tie use of discount code to origin source (and/or inquiry source) on the contact record. This requires a manual intermediate step from Processing in order to activate programming. This is a short-term solution till Casey can fully automate the process.

Processing steps-

  1. Go to settings>ecommerce transactions. Sort by "Ecomm Discount" field and update the field "Application" where blank, for those entries where a discount code was applied. To do so, copy the numbers following "Reference number" from the "Transaction Title" field into "Application" field. Tab in the "Application" field to confirm the application number has been recognized.
  2. Once the application field is updated, save and close. The origin source will update.
  3. Quality check both origin and inquiry source after some minutes (5-15 minutes). If no change has occurred, then manually edit the origin/inquiry field(s) to match the discount code.
ncooke commented 9 years ago

I have manually updated about 30 or so. Tomorrow I will ask Jade to help. There are at least 100 or more to go.