Thanks, that explains it. We don't have Help Desk.
Virginia
Virginia
--- In vantage@yahoogroups.com, "mattcald_73" <matt@...> wrote:
>
> Look under "Help Desk" then Gen Ops. It is called Case Entry.
>
>
> --- In vantage@yahoogroups.com, "Virginia Joseph" <vjoseph@> wrote:
> >
> > When I go to Customer Relationship Management in Vantage, Case Management is not an option under Setup nor under General Operations. Is it possible that Case Management is functionality that is not part of the Customer Relationship Management Module but is actually part of the Quality Module and someone in your company modified the menu so that Case Management can be accessed from the Customer Relationship Management Module?
> >
> > Thanks,
> > Virginia Joseph
> > Deep Hole Specialists, LLC
> > vjoseph@
> >
> > --- In vantage@yahoogroups.com, Kent Rooen <krrooen25@> wrote:
> > >
> > >
> > > It is under Customer Relationship Management in Vantage and a seperate module in Sales Management in Epicor 9
> > >
> > >
> > >
> > > To: vantage@yahoogroups.com
> > > From: rbucek@
> > > Date: Wed, 6 Apr 2011 09:17:27 -0500
> > > Subject: RE: [Vantage] Any one track customer complaints in Vantage ? (Not complaints about Vantage!)
> > >
> > >
> > >
> > >
> > >
> > >
> > > What module is case management in? Sounds like an interesting option
> > >
> > > Rob Bucek
> > > Production Control Manager
> > > PH: (715) 284-5376 ext 311
> > > Mobile: (715)896-0590
> > > FAX: (715)284-4084
> > >
> > > (Click the logo to view our site)
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > > Of Kent Rooen
> > > Sent: Wednesday, April 06, 2011 9:05 AM
> > > To: vantage@yahoogroups.com
> > > Subject: RE: [Vantage] Any one track customer complaints in Vantage ?
> > > (Not complaints about Vantage!)
> > >
> > > The Case Management option is also a good tool for that and tou can
> > > attach RMAs, Job#, and origional Sales ors to it as well. With BAQ
> > > reporting you can track trends in prodicts and service.
> > >
> > > Kent
> > >
> > >
> > > To: vantage@yahoogroups.com
> > > From: rbucek@
> > > Date: Wed, 6 Apr 2011 08:08:27 -0500
> > > Subject: RE: [Vantage] Any one track customer complaints in Vantage ?
> > > (Not complaints about Vantage!)
> > >
> > > We use the RMA system, create a header, a detail line and then
> > > immediately close it. We won't do a receipt against it. In our
> > > situation customer complaints will always involve a particular part
> > > number so this works for us. In our header tab we added an additional
> > > drop down menu that drives how costs are passed on through the system
> > > (some customers return parts and don't want the credit, we just fix the
> > > parts) one of those drop down choices is customer complaint - no return.
> > > If the complaint will result in a corrective action we do a
> > > nonconformance - other and that form has a few gizmos on it to store
> > > additional information as well, this allows us to create a new
> > > corrective action in the corrective action form as well...
> > >
> > > Rob Bucek
> > >
> > > Production Control Manager
> > >
> > > PH: (715) 284-5376 ext 311
> > >
> > > Mobile: (715)896-0590
> > >
> > > FAX: (715)284-4084
> > >
> > > <http://www.dsmfg.com/>
> > >
> > > (Click the logo to view our site) <http://www.dsmfg.com/>
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> > > Of Mark Wonsil
> > > Sent: Wednesday, April 06, 2011 6:24 AM
> > > To: vantage@yahoogroups.com
> > > Subject: Re: [Vantage] Any one track customer complaints in Vantage ?
> > > (Not complaints about Vantage!)
> > >
> > > Hi Mark,
> > >
> > > > Is there anyway to track customer complaints in Vantage using the QA
> > > module? Or has any one managed
> > > > to make some mods to add extra screen to tack the complaints and link
> > > it in with the QA systems in Vantage?
> > > >
> > >
> > > We use Case Management for this. If the case generates an RMA (or a
> > > Quote or an Order...), it links it back to the Case. It works well.
> > > Our only complaint is, at least in 9.04.504C, is there's no way to
> > > print a Case.
> > >
> > > Mark W.
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> > > [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/.
> > > (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/linksYahoo! Groups Links
> > >
> > >
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
>