Fields are the gold standard for keeping your account/contacts organized. Fields are used to store important data about your customers like what treatment or service they’re interested in, their zip code, birthday and other information. Some fields, like treatment or last visit date, may change frequently while others, like birthday and first visit date, may never change. You can use fields to create different patient segments for targeted email and SMS campaigns, call lists and so much more.
Within Dewy, there are two main types of fields:
Contact Fields are used to store lots of information about your customers.
Filling out as many contact fields as possible will help you segment your contacts later if you want to search for patients according to a specific field or run a report according to specific fields. There are three types of contact fields that come standard in every Dewy account:
Note: Your account may have different fields.
General detail fields store the contact’s basic information and demographic data.
Marketing detail fields store valuable information that you can use to run reports and generate lists based on specific dates, revenue or age.
These are all where all Sakari details about your contact are stored. If you have questions about specific Sakari details please contact email@example.com
Deal fields store important information about your the revenue opportunities (deals) associated with each contact. Since you likely have repeat patients, a contact can have one or more deals (revenue opportunity with your practice) over time. Filling out these deal fields will help your practice gain insights into your sales process when running reports. There are four types of deal fields.
Below is the list of field names and descriptions.