Database Maintenance
I get an error message when trying to use the Terminated Employee tool.
Search for your user that you need to set as terminated.
Pull up his/her user record, and click the link:
"Employee Termination Tool"
at the top right hand corner.
At the bottom of the terminate employee form make sure you pick someone for
this:
Employee that will handle Remaining Open Referrals
If the persons that you are trying to terminate has open referrals you will be blocked from completing this operation until you select someone that will get the open referrals.
What is the purpose of the Merge Referred Parties Wizard ?
Users of Referral Trak are supposed to ensure that before a new Referral is created for a new person or business (a Referred Party or RP) that the database is first checked to ensure that the RP does not already exist. This prevents duplicate instances of the same RP from entering the database which can cause a lot of confusion and make searches run slower and return duplicates. Its also not possible to measure referral activity per household or cross selling properly if your system has duplicate RPs.
If you delete an employee or a branch, what happens to referrals?
We have architected the database to try to ensure that its not possible to delete records that are pointed at by other records. Products, Departments/Branches/Offices and Users must be migrated in order to be deleted. When you want to remove one of these types of records from the system first pull the record up as if you wanted to edit or map the record. You will see a migration tool link on the menu.
How does Delete referral work ?
A backup copy of the referral is made and the referral is purged from the database immediately. Richweb is able to restore a deleted referral manually in the event of an emergency or dispute. The delete tools is available to managers for open referrals. Closed out referrals can be reset to open, and then deleted by a PA if needed.
I changed the product for a referral to a new product that has a different incentive amount but it did not update !
You probably did not use the Change Product tool but instead simply updated the actual product that was sold when you closed the referral. To change the product for a referral that has been closed you will first need to reset the referral. You will then be able to use the change product tool. The new incentive amount and timing will be loaded from the new product that was picked. You can then re-close the referral and the correct amount should be picked.
