Voir la source de DeviceMagic - Updating Customer Records

{{Tuto Details
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|Description=<translate>Since Feb 2024, a data link has been made between the Monday.com board system and the data on the Engineers DeviceMagic Form App.. This dokit describes how to correctly update and maintain the customer / machines / contacts data using the Monday boards.</translate>
|Categories=Administration
}}
<translate>= Customers =

==== Adding a New Customer or Changing Details ====

# On [https://stugaltd.monday.com/boards/292967580 Customer Board], Update or add new customer details
# Change the DevMagic column to "Update"
# On success, it will change to "Updated"

==== Deleting A Customer ====
Customer no longer has any Stuga Machines

# On [https://stugaltd.monday.com/boards/292967580 Customer Board], Change the DevMagic column to "Disable"
# On success, it will change to "Disabled"

= Machines =

==== Adding A New Machine ====
When a new machine is delivered

# On [https://stugaltd.monday.com/boards/295181253/ Machines Board], Update the details
# Change the DevMagic column to "Update"
# On success, it will change to "Updated"

==== Changing Ownership ====
For example, machine is purchased by Stuga or another customer

# On [https://stugaltd.monday.com/boards/295181253/ Machines Board], Update the details
# Change the DevMagic column to "Update"
# On success, it will change to "Updated"

==== Deleting a Machine ====

# On [https://stugaltd.monday.com/boards/295181253/ Machines Board], change the DevMagic column to "Disable"
# On success, it will change to "Disabled"

= Customer Contact Details =

==== Adding New Customer Contact or Change Existing Details ====

# On [https://stugaltd.monday.com/boards/295190774 Customer Contacts Board], Update or add new customer details
# Change the DevMagic column to "Update"
# On success, it will change to "Updated"

==== Deleting Customer Contacts ====

# On [https://stugaltd.monday.com/boards/295190774 Customer Contacts Board], Change the DevMagic column to "Disable"
# On success, it will change to "Disabled"

==== Default Customer Contact ====
This is the customer contact that service reports are set to by default, no matter who is chosen on the Device Magic form

# On [https://stugaltd.monday.com/boards/295190774 Customer Contacts Board], Change the "DevMagicDefault" to Yes
# Change the DevMagic column to "Update"
# On success, it will change to "Updated"

= Appendix =
Technical details...

The boards trigger Zaps in Zapier to update the Google Sheet "DeviceMagic Data v2".

This sheet is stored under the user stugaservice@gmail.com and must ONLY be updated under this username, else the DeviceMagic form will not take the update</translate>
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