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Visible or invisible on the Internet: If it's not visible on the internet, the criterion will still be visible for operators in the back office, who would fill out the information. However, if its set as visible, when a person would open an account on your internet ticket shop, you'll be able to display a series of questions that that person can fill out, such as: main interests, whether they want or not to receive a newsletter, leaflets, etc.
Applicable both to structures and individuals or applicable only to individuals or structures: The criteria are applied by default to both types of contacts because it is more practical and flexible. However, it is also possible to create a criterion that applies only to one of them.
- Compulsory or optional: All criteria are optional by default, otherwise it would complicate and slow down the creation of a contact file (both on the internet and in the back office). We recommend to choose carefully which criteria you select as compulsory.
- Centralized or by organization: All criteria are visible and can be used by every organization. Therefore, organizations can choose whether to use the same criteria set up or not.
https://confluence.secutix.com/display/RN/Contact+criteria?searchId=4D706F1ZQ
https://confluence.secutix.com/pages/viewpage.action?pageId=14483685 Old page - English