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Re: New Customer Info Field request

From: Shawn Hogan
Date: Friday, December 5, 2003
Time: 12:48:54 pm

john@relia.net wrote:

> Shawn, please consider adding a new field for "Security ID (SID), SSN or
> Drivers License#" somewhere under Login/class fields or customer info on the
> customer info screen. This helps us so that only those customers who know
> the code or ID info can access information over the phone on their account,
> make changes, request info, etc. We currently use one of the misc fields
> but they are drop down fields and not well suited for this.
>
> We usually use Drivers License or SSN but it could be mothers maiden name,
> etc.
> Please also consider web entry on this field. We generally verify address
> and phone as well each time a customer calls so we can update our records.
>
> The SSN or DL # also assists us in collection problems as well as
> identification. We are getting more requests from our corporate clients to
> show that we have extra Homeland security measures in place.

There is a non-dropdown field that is user-definable... under the notes
field.


> Also, when a reseller account requests a password to be emailed to them from
> the web, is it going to be sent from the reseller domain?

No, it will come from the email address defined under company preferences.

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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