Data Tracking

Track specific Information on your products and services after being sold.

Data Requirements is a service only feature and is not used for Products. This allows you to track specific information about a service for quick review.

Let's take the above example of adding a telephone number service to an account. In this case we'd want to track what number or numbers were assigned to the customer.

Field	Description
Requirement Name/Question	Enter the field name that will be displayed under the service.
Answer Type	Select if this is a text field, dropdown or large input field.
Help Text	This is printed in small print underneath the question name to add context/help.
Require entry per qty	If you select Yes, then you will be asked to answer the question per qty of item on the service. If we have a service on an account with a qty of 10, then we will be asked 10 times to enter a phone number (using this example). If we select No, then it will be asked only once.
Require Answer For Sale	This is currently not used, but in a future release during the quote process you will be able to force the answer to the question before a quote can be sold.
Customer can see/answer	Currently not implemented, but a future release will allow customers to enter information themselves during the checkout process.
Options (if Select)	If you selected the dropdown type, you can enter values separated by commas to provide a list of answers to choose from.