Customer Contact Entry

Yahoo Archive
1
Thank you Ed. I'll look into that.



Edward F. Fox, Jr., CPA, CGMA
Controller
Maxson Automatic Machinery Company
Phone 401-596-0162 . Fax 401-596-1050
<http://www.maxsonautomatic.com> www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Ed Garbowski
Sent: Wednesday, May 09, 2012 3:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Customer Contact Entry





Didn't copy it, but just made a new customization for this purpose. Once you
go into Customization for the Customer Maintenance form, go to File/Save
Customization As... and give it a name, like 'ContactMaint'. That way the
original is still there as is and you can add a new menu selection when you
are through just for your contact maintenance customization.

Thanks,
Ed
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Edward F. Fox, Jr.
Sent: Wednesday, May 09, 2012 12:16 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: Customer Contact Entry

Ed,

Did you copy the form so that the original form was still available for
approved users?

Edward F. Fox, Jr., CPA, CGMA
Controller
Maxson Automatic Machinery Company
Phone 401-596-0162 . Fax 401-596-1050
<http://www.maxsonautomatic.com>
www.maxsonautomatic.com<http://www.maxsonautomatic.com>

_____

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>] On
Behalf Of
Ed Garbowski
Sent: Wednesday, May 09, 2012 11:32 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: Customer Contact Entry

We've accomplished this through a quick customization to the Customer
Maintenance form by just disabling all of the tabs we didn't want them to
get into. We also hid all of the fields on the Customer Detail tab except
for the Customer ID and search button.
Taking it one step further, you can disable buttons on the toolbar and items
on the menubar so they can't delete or add specific data.

Thanks,
Ed
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of b_ordway
Sent: Tuesday, May 08, 2012 10:48 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Customer Contact Entry

>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on
all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to
check security group membership, a DynamicQuery adapter on the form and then
set fields read only property accordingly.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Ed"
<efox@...<mailto:efox@...<mailto:efox@...%3cmailto:efox@...>>> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>

________________________________
The information contained in this message is intended solely for the
individual to whom it is specifically and originally addressed. This message
and its contents may contain confidential or privileged information. If you
are not the intended recipient, you are hereby notified that any disclosure
or distribution, or taking any action in reliance on the contents of this
information, is strictly prohibited.
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.

This message (including any attachments) is intended only for
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may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
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communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
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Thank you.

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

__________ Information from ESET NOD32 Antivirus, version of virus signature
database 7123 (20120509) __________

The message was checked by ESET NOD32 Antivirus.

http://www.eset.com

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

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

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





__________ Information from ESET NOD32 Antivirus, version of virus signature
database 7124 (20120509) __________

The message was checked by ESET NOD32 Antivirus.

http://www.eset.com



[Non-text portions of this message have been removed]
2
V8.03.400
Has anyone come up with a way to give employees access to entering
customer contacts without giving them full access to customer entry?
Thanks Ed.


[Non-text portions of this message have been removed]
3
>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to check security group membership, a DynamicQuery adapter on the form and then set fields read only property accordingly.





--- In vantage@yahoogroups.com, "Ed" <efox@...> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>
4
Thanks, I'll look into option 1.



Edward F. Fox, Jr., CPA, CGMA
Controller
Maxson Automatic Machinery Company
Phone 401-596-0162 . Fax 401-596-1050
<http://www.maxsonautomatic.com> www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
b_ordway
Sent: Tuesday, May 08, 2012 11:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Contact Entry





>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on
all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to
check security group membership, a DynamicQuery adapter on the form and then
set fields read only property accordingly.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Ed"
<efox@...> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>





__________ Information from ESET NOD32 Antivirus, version of virus signature
database 7120 (20120508) __________

The message was checked by ESET NOD32 Antivirus.

http://www.eset.com



[Non-text portions of this message have been removed]
5
We've accomplished this through a quick customization to the Customer Maintenance form by just disabling all of the tabs we didn't want them to get into. We also hid all of the fields on the Customer Detail tab except for the Customer ID and search button.
Taking it one step further, you can disable buttons on the toolbar and items on the menubar so they can't delete or add specific data.

Thanks,
Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of b_ordway
Sent: Tuesday, May 08, 2012 10:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Contact Entry



>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to check security group membership, a DynamicQuery adapter on the form and then set fields read only property accordingly.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Ed" <efox@...<mailto:efox@...>> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>


________________________________
The information contained in this message is intended solely for the individual to whom it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the contents of this information, is strictly prohibited.
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.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.


[Non-text portions of this message have been removed]
6
Ed,



Did you copy the form so that the original form was still available for
approved users?



Edward F. Fox, Jr., CPA, CGMA
Controller
Maxson Automatic Machinery Company
Phone 401-596-0162 . Fax 401-596-1050
<http://www.maxsonautomatic.com> www.maxsonautomatic.com

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Ed Garbowski
Sent: Wednesday, May 09, 2012 11:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Customer Contact Entry





We've accomplished this through a quick customization to the Customer
Maintenance form by just disabling all of the tabs we didn't want them to
get into. We also hid all of the fields on the Customer Detail tab except
for the Customer ID and search button.
Taking it one step further, you can disable buttons on the toolbar and items
on the menubar so they can't delete or add specific data.

Thanks,
Ed
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of b_ordway
Sent: Tuesday, May 08, 2012 10:48 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Customer Contact Entry

>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on
all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to
check security group membership, a DynamicQuery adapter on the form and then
set fields read only property accordingly.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Ed" <efox@...<mailto:efox@...>> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>

________________________________
The information contained in this message is intended solely for the
individual to whom it is specifically and originally addressed. This message
and its contents may contain confidential or privileged information. If you
are not the intended recipient, you are hereby notified that any disclosure
or distribution, or taking any action in reliance on the contents of this
information, is strictly prohibited.
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.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

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





__________ Information from ESET NOD32 Antivirus, version of virus signature
database 7123 (20120509) __________

The message was checked by ESET NOD32 Antivirus.

http://www.eset.com



[Non-text portions of this message have been removed]
7
Didn't copy it, but just made a new customization for this purpose. Once you go into Customization for the Customer Maintenance form, go to File/Save Customization As... and give it a name, like 'ContactMaint'. That way the original is still there as is and you can add a new menu selection when you are through just for your contact maintenance customization.

Thanks,
Ed
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Edward F. Fox, Jr.
Sent: Wednesday, May 09, 2012 12:16 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Customer Contact Entry



Ed,

Did you copy the form so that the original form was still available for
approved users?

Edward F. Fox, Jr., CPA, CGMA
Controller
Maxson Automatic Machinery Company
Phone 401-596-0162 . Fax 401-596-1050
<http://www.maxsonautomatic.com> www.maxsonautomatic.com<http://www.maxsonautomatic.com>

_____

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
Ed Garbowski
Sent: Wednesday, May 09, 2012 11:32 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Re: Customer Contact Entry

We've accomplished this through a quick customization to the Customer
Maintenance form by just disabling all of the tabs we didn't want them to
get into. We also hid all of the fields on the Customer Detail tab except
for the Customer ID and search button.
Taking it one step further, you can disable buttons on the toolbar and items
on the menubar so they can't delete or add specific data.

Thanks,
Ed
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of b_ordway
Sent: Tuesday, May 08, 2012 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: Customer Contact Entry

>without giving them full access to customer entry?
Nothing that would be very easy.
There are a lot of fields on the Customer Maintenance forms.

You could limit customer entry access to contacts if you used security on
all the other fields.

The two ways I've used to secure fields are
- standard field level security
- a recent example of a form customization on this group. It used a BAQ to
check security group membership, a DynamicQuery adapter on the form and then
set fields read only property accordingly.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, "Ed" <efox@...<mailto:efox@...<mailto:efox@...%3cmailto:efox@...>>> wrote:
>
> V8.03.400
> Has anyone come up with a way to give employees access to entering
> customer contacts without giving them full access to customer entry?
> Thanks Ed.
>
>
> [Non-text portions of this message have been removed]
>

________________________________
The information contained in this message is intended solely for the
individual to whom it is specifically and originally addressed. This message
and its contents may contain confidential or privileged information. If you
are not the intended recipient, you are hereby notified that any disclosure
or distribution, or taking any action in reliance on the contents of this
information, is strictly prohibited.
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.

This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.

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

__________ Information from ESET NOD32 Antivirus, version of virus signature
database 7123 (20120509) __________

The message was checked by ESET NOD32 Antivirus.

http://www.eset.com

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


This message (including any attachments) is intended only for
the use of the individual or entity to which it is addressed and
may contain information that is non-public, proprietary,
privileged, confidential, and exempt from disclosure under
applicable law or may constitute as attorney work product.
If you are not the intended recipient, you are hereby notified
that any use, dissemination, distribution, or copying of this
communication is strictly prohibited. If you have received this
communication in error, notify us immediately by telephone and
(i) destroy this message if a facsimile or (ii) delete this message
immediately if this is an electronic communication.

Thank you.


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