Customer Tracker


(system) #1
A philosophical observation, I'm not trying to be critical but are they so undisiplined that they can't be trusted not to change info. Course I'm in a small organization (100+) you may be in a different set of conditions.

Shirley Graver
Sys Admin
Rubber Associates

(system) #2
Terry,

Why don't you give them access to Customer Maintenance instead of Customer Tracker. This way they can change your phone numbers if they are changed or add contacts. and you will not give them access to orders, invoices, etc....

Dina
Vamco International, Inc.
Terry Williams wrote:

> I have been chasing this one off and on for some time now. I need to allow
> my engineers access to the general customer information i.e. address, phone
> no, fax no, but not the orders, invoices, quotes.
>
> I seem to recall during a user group meeting about a year ago, I could set
> up user-defined fields and have them populated by values from another
> database field. Was this in VB forms or export?
>
> Or, is there any other way for me to do this? I've tried several ways with
> no success.
>
> TIA
>
> Terry L. Williams I.S. Manager Chipsco, Inc. 993 Liberty St. Ext.
> Meadville, PA 16335 814-333-6331 x236 fax: 814-337-2548 tlw@...
> www.chipsco.com
>
>

(system) #3
Why not simply create a report for them that they can print.

Martin Nijdam (Jr. Ing.)
Suss Woodcraft Int'l
(514) 363-3565

> -----Original Message-----
> From: Terry Williams [SMTP:tlw@...]
> Sent: Wednesday, August 02, 2000 11:53 AM
> To: vantage@egroups.com
> Subject: [Vantage] Customer Tracker
>
> I have been chasing this one off and on for some time now. I need to
> allow
> my engineers access to the general customer information i.e. address,
> phone
> no, fax no, but not the orders, invoices, quotes.
>
> I seem to recall during a user group meeting about a year ago, I could set
> up user-defined fields and have them populated by values from another
> database field. Was this in VB forms or export?
>
> Or, is there any other way for me to do this? I've tried several ways
> with
> no success.
>
> TIA
>
> Terry L. Williams I.S. Manager Chipsco, Inc. 993 Liberty St. Ext.
> Meadville, PA 16335 814-333-6331 x236 fax: 814-337-2548
> tlw@...
> www.chipsco.com
>
>

(system) #4
Dina:
I've considered Maintenance, but then I remove control of my customer
master file from administration not to mention I've now given them access to
credit information. Thanks for the suggestion.

-----Original Message-----
From: Dina Hieber [mailto:dhieber@...]
Sent: Wednesday, August 02, 2000 12:23 PM
To: vantage@egroups.com
Subject: Re: [Vantage] Customer Tracker

Terry,

Why don't you give them access to Customer Maintenance instead of Customer
Tracker. This way they can change your phone numbers if they are changed or
add contacts. and you will not give them access to orders, invoices,
etc....

Dina
Vamco International, Inc.
Terry Williams wrote:

> I have been chasing this one off and on for some time now. I need to
allow
> my engineers access to the general customer information i.e. address,
phone
> no, fax no, but not the orders, invoices, quotes.
>
> I seem to recall during a user group meeting about a year ago, I could set
> up user-defined fields and have them populated by values from another
> database field. Was this in VB forms or export?
>
> Or, is there any other way for me to do this? I've tried several ways
with
> no success.
>
> TIA
>
> Terry L. Williams I.S. Manager Chipsco, Inc. 993 Liberty St. Ext.
> Meadville, PA 16335 814-333-6331 x236 fax: 814-337-2548
tlw@...
> www.chipsco.com
>
>




We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)

(system) #5
Been there, done that. Reports were winding up in the wrong hands in the
wrong places.

-----Original Message-----
From: Martin Nijdam [mailto:martinn@...]
Sent: Wednesday, August 02, 2000 12:47 PM
To: 'vantage@egroups.com'
Subject: RE: [Vantage] Customer Tracker

Why not simply create a report for them that they can print.

Martin Nijdam (Jr. Ing.)
Suss Woodcraft Int'l
(514) 363-3565

> -----Original Message-----
> From: Terry Williams [SMTP:tlw@...]
> Sent: Wednesday, August 02, 2000 11:53 AM
> To: vantage@egroups.com
> Subject: [Vantage] Customer Tracker
>
> I have been chasing this one off and on for some time now. I need to
> allow
> my engineers access to the general customer information i.e. address,
> phone
> no, fax no, but not the orders, invoices, quotes.
>
> I seem to recall during a user group meeting about a year ago, I could set
> up user-defined fields and have them populated by values from another
> database field. Was this in VB forms or export?
>
> Or, is there any other way for me to do this? I've tried several ways
> with
> no success.
>
> TIA
>
> Terry L. Williams I.S. Manager Chipsco, Inc. 993 Liberty St. Ext.
> Meadville, PA 16335 814-333-6331 x236 fax: 814-337-2548
> tlw@...
> www.chipsco.com
>
>



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)

(system) #6
Terry:

Why not give them shop vision, then drill down and keep them out of anything
you don't want them to have (such as the backlog and so on)? That way, you
can give them a ton of trackers and they can't go anywhere else. Also, if
you make an Engineer Security Group and put all of them in it, then you only
have one thing to add in menu security.

HTH,
Lydia
Canyon Engineering Products, Inc.

-----Original Message-----
From: Terry Williams [mailto:tlw@...]
Sent: Wednesday, August 02, 2000 10:16 AM
To: vantage@egroups.com
Subject: RE: [Vantage] Customer Tracker

(system) #7
Terry,

I understand your concerns, but what I have noticed my engineering department has there own list of telephone numbers (different program for service) and administration has another (they don't seem to talk) so if one gets an update the other doesn't - by giving
engineering customer maintenace I avoid that problem. As for the credit information, we decided we would rather them see how much they can spend vs. how much they did.

Dina
Vamco International, Inc.
Terry Williams wrote:

> Dina:
> I've considered Maintenance, but then I remove control of my customer
> master file from administration not to mention I've now given them access to
> credit information. Thanks for the suggestion.
>
> -----Original Message-----
> From: Dina Hieber [mailto:dhieber@...]
> Sent: Wednesday, August 02, 2000 12:23 PM
> To: vantage@egroups.com
> Subject: Re: [Vantage] Customer Tracker
>
> Terry,
>
> Why don't you give them access to Customer Maintenance instead of Customer
> Tracker. This way they can change your phone numbers if they are changed or
> add contacts. and you will not give them access to orders, invoices,
> etc....
>
> Dina
> Vamco International, Inc.
> Terry Williams wrote:
>
> > I have been chasing this one off and on for some time now. I need to
> allow
> > my engineers access to the general customer information i.e. address,
> phone
> > no, fax no, but not the orders, invoices, quotes.
> >
> > I seem to recall during a user group meeting about a year ago, I could set
> > up user-defined fields and have them populated by values from another
> > database field. Was this in VB forms or export?
> >
> > Or, is there any other way for me to do this? I've tried several ways
> with
> > no success.
> >
> > TIA
> >
> > Terry L. Williams I.S. Manager Chipsco, Inc. 993 Liberty St. Ext.
> > Meadville, PA 16335 814-333-6331 x236 fax: 814-337-2548
> tlw@...
> > www.chipsco.com
> >
> >
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go to
> www.egroups.com, login and be sure to save your password, choose My Groups,
> choose Vantage, then choose Files. If you save the password, the link above
> will work the next time you try it.)
>
>