Location-specific Reminders

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Development Project Status: Completed

Total cost estimate (ex-Tax): 
$1180
Due date for completion of this stage: 
03/01/2014
Release: 
1.8
Current Percentage Funded: 
100.00%
Project funding: 

Public pledges can be made to this forum topic or email me directly by clicking here (link only works in the forum).
Development will not commence until fully funded.

Project description: 

Reminders are currently processed at the Practice level, which means that reminders cannot have Location specific content.

To support Location specific content:

  • a new optional relationship will be added between Customer and Practice Location to denote the customer's "home practice". This will be populated automatically when the customer is created
  • a Location filter will be added to Reporting|Reminders that:
    • filters reminders based on the selected location; and
    • provides a "No Location" option, to process customers that have no "home practice"; and
    • supports processing all reminders, to support the current behaviour

Practices can then:

  • use letterhead according to the selected Practice Location
  • examine the customer's home practice within reminder templates

When reminders are emailed, the Location will be used to select a REMINDER email address to reply to. If there is none for the Location, the Practice REMINDER email address will be used.

JIRA: OVPMS-1456

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