I would call support ASAP.
We had to run a conversation program or something that applied a region to
each quote / so.
Support worked us through this in a few hours.
Frank Zeigafuse
Innovative Office Products
General Manager
Direct Phone: 610-559-6369
Email: fzeigafuse@...
-----Original Message-----
From: Rick Gors [mailto:rgors@...]
Sent: Wednesday, November 10, 2004 12:42 PM
To: Vantage eGroup (E-mail)
Subject: [Vantage] 5.2, CRM Q&A
To anyone with the 5.2 CRM up and running:
I'm almost done with 5.2 upgrade, and have purchased the CRM.
I can't look at my (highly modified) quote and sales order forms because
Vantage wants me to setup the CRM somehow first.
1) Does the setup make any difference in the long run as to how its done?
IE: Like the general ledger account number structure or the part number
structure?
2) Do you have any suggestions on how to set this up so that I don't have
to delete the test database and start over?
Thank you very much for any and all responses!!
RG
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Sponsor
ADVERTISEMENT
<http://us.ard.yahoo.com/SIG=129a91k70/M=294855.5468653.6549235.3001176/D=gr
oups/S=1705007183:HM/EXP=1100195167/A=2376776/R=0/SIG=11ldm1jvc/*http:/promo
tions.yahoo.com/ydomains2004/index.html> click here
<http://us.adserver.yahoo.com/l?M=294855.5468653.6549235.3001176/D=groups/S=
:HM/A=2376776/rand=114039622>
_____
Yahoo! Groups Links
* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
<http://docs.yahoo.com/info/terms/> Service.
<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and keyboards
This e-mail is from Innovative Office Products, Inc. but expresses the views of the sender and not necessarily the views of the company. The email and any files transmitted with it are confidential to the intended recipient at the e-mail address to which it has been addressed. It may not be disclosed or used by any other than that addressee, nor may it be copied in any way. If received in error, please delete and notify the sender via e-mail or sales@... quoting the name of the sender. Messages sent via this medium may be subject to delays, non-delivery and unauthorized alteration. This e-mail has been prepared using information believed by the author to be reliable and accurate. Unless expressly stated otherwise, this e-mail does not form part of a legally binding contract or agreement between recipient and Innovative Office Products, Inc.
Warning: Although Innovative Office Products, Inc. has taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage arising from the use of this email or attachments. It is, therefore, your responsibility to scan attachments (if any).
[Non-text portions of this message have been removed]
We had to run a conversation program or something that applied a region to
each quote / so.
Support worked us through this in a few hours.
Frank Zeigafuse
Innovative Office Products
General Manager
Direct Phone: 610-559-6369
Email: fzeigafuse@...
-----Original Message-----
From: Rick Gors [mailto:rgors@...]
Sent: Wednesday, November 10, 2004 12:42 PM
To: Vantage eGroup (E-mail)
Subject: [Vantage] 5.2, CRM Q&A
To anyone with the 5.2 CRM up and running:
I'm almost done with 5.2 upgrade, and have purchased the CRM.
I can't look at my (highly modified) quote and sales order forms because
Vantage wants me to setup the CRM somehow first.
1) Does the setup make any difference in the long run as to how its done?
IE: Like the general ledger account number structure or the part number
structure?
2) Do you have any suggestions on how to set this up so that I don't have
to delete the test database and start over?
Thank you very much for any and all responses!!
RG
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Sponsor
ADVERTISEMENT
<http://us.ard.yahoo.com/SIG=129a91k70/M=294855.5468653.6549235.3001176/D=gr
oups/S=1705007183:HM/EXP=1100195167/A=2376776/R=0/SIG=11ldm1jvc/*http:/promo
tions.yahoo.com/ydomains2004/index.html> click here
<http://us.adserver.yahoo.com/l?M=294855.5468653.6549235.3001176/D=groups/S=
:HM/A=2376776/rand=114039622>
_____
Yahoo! Groups Links
* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
<http://docs.yahoo.com/info/terms/> Service.
<www.LCDarms.com> -- Ergonomic mounting solutions for monitors and keyboards
This e-mail is from Innovative Office Products, Inc. but expresses the views of the sender and not necessarily the views of the company. The email and any files transmitted with it are confidential to the intended recipient at the e-mail address to which it has been addressed. It may not be disclosed or used by any other than that addressee, nor may it be copied in any way. If received in error, please delete and notify the sender via e-mail or sales@... quoting the name of the sender. Messages sent via this medium may be subject to delays, non-delivery and unauthorized alteration. This e-mail has been prepared using information believed by the author to be reliable and accurate. Unless expressly stated otherwise, this e-mail does not form part of a legally binding contract or agreement between recipient and Innovative Office Products, Inc.
Warning: Although Innovative Office Products, Inc. has taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage arising from the use of this email or attachments. It is, therefore, your responsibility to scan attachments (if any).
[Non-text portions of this message have been removed]