Customer Connect

Yahoo Archive
1
Hi Blake,
Thanks for the heads-up. The one that they demo in the webcast does look pretty simple - I hope that they didn't dummy-up a fake PC just for demonstration's sake. ;-)

I'll be sure to ask my CAM about that....


--- In vantage@yahoogroups.com, "Blake Clemens" <blake.clemens@...> wrote:
>
> The Product Configurator is suppose to work on Customer Connect but it
> doesn't. We've been using Customer Connect for 2-1/2 years now and we
> were excited to be able to use the configurator as well.
>
>
>
> But the configurator does not work on Customer Connect! The last time
> I talked to support about this was when we were on version 809. They
> said it would be fixed in version 400. We're on 408b and it still
> doesn't work. Now it may be that our Configurators are too large for
> Customer Connect but support hasn't mentioned that to us.
>
>
>
> Thanks,
>
> Blake Clemens
>
> IT Systems Engineer
>
> Delmarva Millwork Corporation
>
> (800) 360-2364 x132
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of laraines422
> Sent: Tuesday, February 09, 2010 1:21 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Customer Connect
>
>
>
>
>
> Hi All,
>
> We are on Vantage 8.03.407c; we own Customer Connect but we've never
> deployed it. We're now thinking about deploying it, specifically for use
> with the Product Configurator. (I'm also assuming that Customer Connect
> is also the functionality that allows for "Sales Connect" - please
> correct me if I'm wrong! Both our customers and our salespeople would
> need access to the PC.)
>
> I don't see much on the Epicor website about the technical aspects. Some
> of my questions include:
> 1. Hardware and/or networking issues (we do host a web server for our
> company general-content site)?
> 2. Vantage issues or considerations?
> 3. Engage Epicor in the deployment (setup, testing, connectivity)?
> 4. Other issues??? Horror stories???
>
> Any input would be appreciated - and thanks in advance!
>
> Laraine
> Laraine Song-Treadgold
> ERP Administrator
> SkoFlo Industries
>
>
>
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>
>
> [Non-text portions of this message have been removed]
>
2
I am new to using customer connect and found a answerbook document
about creating pricelists, checking use pricelist in the customer
connect db config and also making the part the web saleable and finally
assigning specific pricelists to specific customers allows your
customers to only see their "parts". I have created the price list
assigned parts to it, made the parts in question web saleable and also
clicked the toggle box at the db config level, syched and restarted the
broker and it still displays pretty much every order the customer has
and no part number searchable options(?). Any help in this matter
would be appreciated.

Thanks.

Mark Smith
Innerpac, Inc
3
I was wondering if anyone uses Customer Connect, and if so, have customers liked the idea?

We have a job shop environment, so we wouldn't have the "storefront" per se, because every part is custom.

I see it being useful for tracking orders and invoices.... are there other benefits?

Thanks!
Ben


[Non-text portions of this message have been removed]
4
I was wondering if anyone uses Customer Connect, and if so, have customers liked the idea?

We have a job shop environment, so we wouldn't have the "storefront" per se, because every part is custom.

I see it being useful for tracking orders and invoices.... are there other benefits?

Thanks!
Ben


[Non-text portions of this message have been removed]
5
> I was wondering if anyone uses Customer Connect, and if so, have customers
> liked the idea?
>
> We have a job shop environment, so we wouldn't have the "storefront" per se,
> because every part is custom.
>
> I see it being useful for tracking orders and invoices.... are there other
> benefits?

We've just kicked-off our V8 implementation, so I can't give you a testimonial
but as a job shop, we are excited about using the Product Configurator with
connect. Having sales reps check the progress of orders/commissions will
reduce a few phone calls from them too.

Mark W.
6
Mark,



You mentioned that sales reps would be able to log in as well. Isn't
that Mobile Connect? Or can they log in through Customer Connect?



Thanks!

Ben



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wonsil
Sent: Saturday, December 17, 2005 12:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Connect



> I was wondering if anyone uses Customer Connect, and if so, have
customers
> liked the idea?
>
> We have a job shop environment, so we wouldn't have the "storefront"
per se,
> because every part is custom.
>
> I see it being useful for tracking orders and invoices.... are there
other
> benefits?

We've just kicked-off our V8 implementation, so I can't give you a
testimonial
but as a job shop, we are excited about using the Product Configurator
with
connect. Having sales reps check the progress of orders/commissions will
reduce a few phone calls from them too.

Mark W.



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________________________________



[Non-text portions of this message have been removed]
7
> You mentioned that sales reps would be able to log in as well. Isn't
> that Mobile Connect? Or can they log in through Customer Connect?

My understanding is there is the eBusiness suite, which includes Customer
Connect, Sales Connect, and Supplier Connect. These products provide
connection (via Sonic MQ Series) to Vantage data via the web. With a web
browser, reps can do CRM stuff, configure products, add/edit customers, log
calls, enter orders, etc. My understanding is that when you buy customer
connect, you get sales connect. Supplier connect is separate. I like the idea
of letting customers check on RMA and shipping status 24 X 7.

In addition, there is mobile connect which contains Sales mConnect, Sales
Engineer mConnect, and HUB mConnect. These products provide LOCAL copies of
your Vantage data though synchronization.

Mark W.
8
Unless otherwise I send an inquiry and need an immediate response, please send me emails and/or broadcasts once a month.

Thank you,
Jim Garces



__________________________________________________
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Tired of spam? Yahoo! Mail has the best spam protection around
http://mail.yahoo.com

[Non-text portions of this message have been removed]
9
Hi Jim,

> Unless otherwise I send an inquiry and need an immediate
> response, please send me emails and/or broadcasts once a
> month.

Unfortunately, Yahoo Groups doesn't work that way. You've subscribed
yourself to a "mailing list." What that means is that every list
subscriber will receive every message sent to the list. And sometimes,
as you've no doubt found out, the message volume can get high.

But with Yahoo Groups you do have a few options. You can log in to the
Vantage list home page: http://groups.yahoo.com/group/vantage/ and
change how you receive mail. Your selections are to receive each
message individually, to receive a daily digest of messages, or to
receive no email and read each message from the home page.

Also bear in mind that this mailing list is not a part of Epicor, is not
sponsored by Epicor, and is not otherwise connected with Epicor. It's
run by volunteer moderators who are also Vantage users. And your
questions are answered by Vantage users.

If you choose to keep receiving individual emails, your email program
can probably be configured to redirect incoming [Vantage] messages to a
folder you designate in your email program. This will give you an
excellent searchable database of problems and real-life solutions.

hope this helps,
john




Jim Garces wrote:
> Unless otherwise I send an inquiry and need an immediate response, please send me emails and/or broadcasts once a month.
>
> Thank you,
> Jim Garces
10
Is there any one out there who is using Customer Connect in Vantage 8?
Could you share your experience installing this module and the type of
hardware that you had to purchase to support this application.



Any information would be helpful.



Thanks,



Lori Gustafson

Information Resources

Precision, Inc.

763-852-6718





[Non-text portions of this message have been removed]
11
Lori Gustafson wrote:
> Is there any one out there who is using Customer Connect in Vantage 8?
> Could you share your experience installing this module and the type of
> hardware that you had to purchase to support this application.
>
Haven't tried it, but it looks like it is completely unchanged since
version 6.10.

It's still a Webspeed application using the Progress Transaction server,
going directly to the database, not using the appserver business logic.

Pim
12
Has anyone distributed a letter to their customers regarding
implementing Vantage Customer Connect? If so, could someone e-mail me
off line an example or template they used? We are getting ready to
launch a trial with a select number or our customers, and I'm looking
for some help with my draft! Thanks!
13
Customer Connect v 8.
I am able to sync between sonic and progress backend no problem.
When I quick purchase a part from the portal, it adds to the basket.
However, it adds with the condition that the part is "NOT FOR SALE".
However, the part is marked as WEB SALEABLE in the main system, as
represented by the fact it is selectable in the portal.
However, it will not allow me to check out because it says in detail
that "You have parts in your basket that are no longer for sale."


I thought maybe this had to do with a non-effecttive revision, but
these parts are not revision controlled.
Does anyone have any idea about what switch or setting in the part
master can be affecting this?
Carey
14
The parts not set to 'run out ' or 'On Hold' is it?



Gary



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of csolomonrx
Sent: 05 July 2006 22:56
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Connect



Customer Connect v 8.
I am able to sync between sonic and progress backend no problem.
When I quick purchase a part from the portal, it adds to the basket.
However, it adds with the condition that the part is "NOT FOR SALE".
However, the part is marked as WEB SALEABLE in the main system, as
represented by the fact it is selectable in the portal.
However, it will not allow me to check out because it says in detail
that "You have parts in your basket that are no longer for sale."

I thought maybe this had to do with a non-effecttive revision, but
these parts are not revision controlled.
Does anyone have any idea about what switch or setting in the part
master can be affecting this?
Carey





This e-mail is for the use of the intended recipient(s) only. If you have received this e-mail in error, please notify the sender immediately and then delete it. If you are not the intended recipient, you must not use, disclose or distribute this e-mail without the author's prior permission. We have taken precautions to minimize the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this message. We cannot accept liability for any loss or damage caused by software viruses.



[Non-text portions of this message have been removed]
15
Thanks for responding. The problem was that in the cc sync setup in
Vantagem, I had selected to use price lists so that the proper prices would
propagate for orders. However, this was actually limiting the sale of any
parts that were not explicitly defined in the specific price lists for the
customer. I de-selected the checkbox and allowed the system to sync, and
problem solved.
Now, I will wait for 803 to see if the credit card processing is carried
over in both the main system and in the customer connect......(no point to
taking cc for an order if you can not verify it up front).

Carey


>From: "Gary Parfrey" <garyp@...>
>Reply-To: vantage@yahoogroups.com
>To: <vantage@yahoogroups.com>
>Subject: RE: [Vantage] Customer Connect
>Date: Wed, 5 Jul 2006 23:22:20 +0100
>
>The parts not set to 'run out ' or 'On Hold' is it?
>
>
>
>Gary
>
>
>
>________________________________
>
>From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
>Of csolomonrx
>Sent: 05 July 2006 22:56
>To: vantage@yahoogroups.com
>Subject: [Vantage] Customer Connect
>
>
>
>Customer Connect v 8.
>I am able to sync between sonic and progress backend no problem.
>When I quick purchase a part from the portal, it adds to the basket.
>However, it adds with the condition that the part is "NOT FOR SALE".
>However, the part is marked as WEB SALEABLE in the main system, as
>represented by the fact it is selectable in the portal.
>However, it will not allow me to check out because it says in detail
>that "You have parts in your basket that are no longer for sale."
>
>I thought maybe this had to do with a non-effecttive revision, but
>these parts are not revision controlled.
>Does anyone have any idea about what switch or setting in the part
>master can be affecting this?
>Carey
>
>
>
>
>
>This e-mail is for the use of the intended recipient(s) only. If you have
>received this e-mail in error, please notify the sender immediately and
>then delete it. If you are not the intended recipient, you must not use,
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>We have taken precautions to minimize the risk of transmitting software
>viruses, but we advise you to carry out your own virus checks on any
>attachment to this message. We cannot accept liability for any loss or
>damage caused by software viruses.
>
>
>
>[Non-text portions of this message have been removed]
>
16
Is anyone running Vantage 8.0 and Customer Connect? If so, would you
mind sharing your configuration (server specs, software used, etc...)?
Also, how long did it take to implement? Were there any major
roadblocks, if so, what where they? Any advice for someone just
starting an implementation?

Thanks in advance for your help!
Kelly Potratz
Marvel Mfg.
17
Has anyone setup a IIS Customer Connect server on a DMZ segment linked to a
Progress Vantage server on a LAN segment?

Looking for any info on what ports or services you had to open to allow
communications.

Also, anything specific about WAN access to the DMZ segment?

THANKS!

Todd Anderson


Todd Anderson
Anderson Computer Services
815-985-8193
tanderson@...
18
We have set up Customer Connect and have been successfully running it
for the past 18 months but I do not know what a DMZ segment is?



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Todd Anderson
Sent: Wednesday, August 13, 2008 5:08 PM
To: 'Vantage @ YahooGroups. Com'
Subject: [Vantage] Customer Connect



Has anyone setup a IIS Customer Connect server on a DMZ segment linked
to a
Progress Vantage server on a LAN segment?

Looking for any info on what ports or services you had to open to allow
communications.

Also, anything specific about WAN access to the DMZ segment?

THANKS!

Todd Anderson


Todd Anderson
Anderson Computer Services
815-985-8193
tanderson@... <mailto:tanderson%40acsrfd.com>







[Non-text portions of this message have been removed]
19
I have customer Connect & Sales connect installed & working.
But how do I create the logins for Customer Connect?
20
Go to Customer Maintenance and pull up a customer that you want to have
access to Customer Connect. The person(s) that need CC access have to
be added as a contact to the customer. Then on that particular
contact's information tab enter a valid email address and check "web
user", save it and then select "clear password". This will send a
temporary password to that contact's email address. Their user name is
their email address. You should also make sure that four particular
tasks are running in the System Agent.... Global Alerts\Email Process,
Customer Connect Sync Process, Customer Connect Parts Sync Process and
Customer Connect Orders Sync Process. If you need help on starting
these tasks just let me know.



Thanks,

Blake Clemens

DMC

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Michael McWilliams
Sent: Wednesday, June 03, 2009 12:12 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Connect








I have customer Connect & Sales connect installed & working.
But how do I create the logins for Customer Connect?





[Non-text portions of this message have been removed]