I ran into this too and was told (here on group) that status is determined
by whether customer has ever had a quote or an order created. Something
like Suspect = No Quotes/No Orders, Prospect = Quoted / No Orders, Customer
= at least one order. It's all automatic.
-Todd C
-----Original Message-----
From: Dunn, Nancy [mailto:ndunn@...]
Sent: Tuesday, October 29, 2002 1:22 PM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Customer Type Ver5.2
In version 5.0 the Customer table has the field Prospect.
In version 5.2 the field is obsolete and there is a new field Customer
Type.
Does anyone know what the criteria for the Customer Type to be set as CUS,
PRO, or SUS? How did Vantage 5.2 know how to set the Customer Type?
I apologize if this has been discussed before, I looked in the archives to
see if this has been discussed before, but didn't see anything.
Thanks for the help
Nancy K. Dunn
I. S. Manager
Winco Industries Inc.
ndunn@...
Yahoo! Groups Sponsor
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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
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[Non-text portions of this message have been removed]
by whether customer has ever had a quote or an order created. Something
like Suspect = No Quotes/No Orders, Prospect = Quoted / No Orders, Customer
= at least one order. It's all automatic.
-Todd C
-----Original Message-----
From: Dunn, Nancy [mailto:ndunn@...]
Sent: Tuesday, October 29, 2002 1:22 PM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Customer Type Ver5.2
In version 5.0 the Customer table has the field Prospect.
In version 5.2 the field is obsolete and there is a new field Customer
Type.
Does anyone know what the criteria for the Customer Type to be set as CUS,
PRO, or SUS? How did Vantage 5.2 know how to set the Customer Type?
I apologize if this has been discussed before, I looked in the archives to
see if this has been discussed before, but didn't see anything.
Thanks for the help
Nancy K. Dunn
I. S. Manager
Winco Industries Inc.
ndunn@...
Yahoo! Groups Sponsor
ADVERTISEMENT
<http://rd.yahoo.com/M=237459.2482214.3917349.2146399/D=egroupweb/S=17050071
83:HM/A=1267611/R=0/*http://ad.doubleclick.net/jump/N2524.Yahoo/B1071650;sz=
300x250;ord=1035919341820640?>
<http://us.adserver.yahoo.com/l?M=237459.2482214.3917349.2146399/D=egroupmai
l/S=:HM/A=1267611/rand=751082897>
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
<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
<http://groups.yahoo.com/group/vantage/links>
Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .
[Non-text portions of this message have been removed]