Testing web interface for Optigold and cannot get the account number to assign to record. Any suggestions as to what I might not have flagged properly or are there options available? Ideas or suggestions welcomed. Thanks.
Our developer is setting up the web interface and can;t get the account number from the interface into Optigold. Its almost as if their is a function that is not firing to activate a script to add the customer number. We are on version 3.3.3.
Shawn....My name is Jason. I work with ColinR. About the customer number is it created by calling a sequence or a trigger on a field, if so at what point in the customer setup does that sequence/trigger get called? Is it after the login, password and offer code are entered? I can enter all the information from the forms no problem, just no customer number is being created. Chances are the problem is in our settings but I can not find anything in the Web Preferences that appears to be incorrect.
You are not able to add additional fields with the default forms, if that's what you are trying to do. You would need to redesign the web forms from scratch in order to do that.
Yep ...Online Sign-up....I apoligize, I have only been working with Opti-Gold for a few days and I just found the solution....I was logged in as admin not web. I knew the problem was here. Thanks Shawn....