I hope I can get some opinions about how other companies handle this.
I would like to explore ideas about how to consolidate communications from outside Epicor and reference it inside Epicor.
Example: we get communicated with via email, phone, fax, etc regarding orders. Inside the ERP, we create the Quote or sales order and go from there. We don’t really use the call logs as it’s kind of tedious for the volume of communication we do (although I know this is a natural place to start). If one rep is covering for another, they don’t have much to go off of with regard to previous communication and documents, etc.
How might we begin to consolidate all communications and documents related to an order from disparate sources with allowing flexibility in the way that information is referenced?