Three requested functionalities of the system have been released today! We hope these additions enhance your experience in using the DataJoe system.
Project-Specific Privilege Settings
Within the Identity Module, you can now create (or edit) users and assign specific projects or products to their accounts. By default, users will still have access to all projects or products. But now, users can be created to have access to only certain projects or products. If a user does not have access to a certain project or product, they will not be able to access that data when they log in.
You’ll find this setting within each User’s Details page underneath the Modules privilege. Click the Projects arrow and assign specific projects using the Project Manager.
Project-Specific Prospects
In addition to being able to set project-specific privileges, you can also assign project-specific prospects to records.
To do so, go to that record’s Basic Details page.
Under the Survey Contacts Association area, highlight the prospect you would like to set as a “preferred contact” for a specific project. From the Project Manager, choose the Ranked List or Directory and load it into the “Preferred contact for specific project(s)” box.
When you view the record in Advanced Details, all survey contacts (Prospects) will still show up to be accessed and edited. However, when you go to survey the record, only the “preferred contact” for the project you are surveying will be selected by default.
Additionally, in Survey Setup of any project, you can add in a field in the survey contact association zone for, “project-specific contact.”
With this field inserted into the survey contact zone, you can toggle a survey contact as the “project-specific contact” for that project.
When you export the project to Excel, this will put an additional field in the “Survey Contact” file for “project-specific contact.” Anyone who is a project-specific contact will have “Y” in the data for the field.

The best way to use this file is to sort in Excel by the “project-specific contact” field to bring all the project-specific contacts together and use for follow-up contacting.
Out of Business Companies
For those clients who do not use the “In Business” condition on your company projects, you’ll be happy to know that any company that has a status toggled as “no” for “currently operating” will show as “OUT OF BUSINESS” on the survey blast page and will indefinitely not receive a survey. This allows you to keep them flagged for projects, but you’ll never run the risk of sending out a survey to them.
To view a record’s status, go to the Basic Details of a record.
If the record’s “Currently Operating” status is “No,” on Step 1 of the survey process you will see red text reading “Out of Business,” and no option to check off survey contacts.
Researchers’ Choice Webinar
DataJoe will be hosting a Webinar on Wednesday, Feb. 17 at 12:30 Mountain Time to go over Project-Specific Privileges and Prospects in more detail. Those interested in attending this Webinar should e-mail “I’m interested in attending the Researchers’ Choice Webinar” to support@datajoe.com.













