Marketing Campaigns and Events

Yahoo Archive
1
Because I never heard from anyone yesterday I'm wondering if there is
anyone else using Marketing Campaigns and Events in Vantage? If you
are, can you tell me how you report on the sales value for each
campaign and event? I've been able to produce an RB report that
breaks down the total billings, the problem is that without linking
the MktgEvnt table, all you can see are the event sequence numbers
which is no help at all. I haven't been able to successfully link
the MktgEvnt table, either.

One more thing, for any Campaign and Event users...it seems odd to me
that Campaign and Event information is captured at the Quote level
and not at the Customer level. I suppose it's a mindset...we want to
know how we earned the customer and what $ value it has produced, not
so much how we earned the opportunity to quote them, again, and
again, and again...although I'm sure there are many companies who
find this helpful.

Each time a quotation is entered our sales force can choose any Event
from their campaign (Website, existing customer, prospecting, formal
ad), thus meaning sales dollars for how we originally earned this
customer's business are never going to be accurate. Maybe it's just
that our type of business doesn't fit well with Vantage...or maybe
we're just using it wrong. Any comments are welcome.

Sincerely,
Judy Havlik
Plitek, L.L.C.
judy.havlik@...


--- In vantage@yahoogroups.com, "Judy Havlik" <judy.havlik@p...>
wrote:
> I am trying to find a way to join the correct tables in Report
> Builder for Vantage 6.10.520, to filter data for a given time
period:
>
> Marketing Campaign Name - <total billings>
> Marketing Event Name - <total billings>
> Customer Name - <total billings>
>
> It should be so easy, but I can't find the correct sequence of
joins
> to make it work. InvcDtl and InvcHead don't link direct to the
> Marketing tables (I don't understand why they wouldn't, but they
> don't).
>
> Does anyone use Campaigns and Events that has a report they could
> share with me or perhaps lead me in the proper direction?
>
> Thanks so much.
>
> Sincerely,
> Judy Havlik
> Plitek, L.L.C.
> judy.havlik@p...
2
If anyone is using the Marketing Campaigns and Events can you briefly
tell us how you're using them and whether you have developed any
useful reporting tools?

Thanks for your help.

Sincerely,
Judy Havlik
judy.havlik@...
3
one word of caution is that they are tied to a sales order not the customer
master.



Frank Zeigafuse

Innovative Office Products

General Manager

Direct Phone: 610-559-6369

Email: fzeigafuse@...



-----Original Message-----
From: Judy Havlik [mailto:judy.havlik@...]
Sent: Wednesday, May 12, 2004 1:25 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Marketing Campaigns and Events


If anyone is using the Marketing Campaigns and Events can you briefly
tell us how you're using them and whether you have developed any
useful reporting tools?

Thanks for your help.

Sincerely,
Judy Havlik
judy.havlik@...




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/links



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<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]
4
Thanks, Frank, we've noted that they are not associated to the
Customer and we are trying to determine the best way to enter
Campaigns and Events to get the most use out of reporting options.
We talked to Epicor and know that probably the best way is to
purchase VBI, but until the decision is made to do so we wondered in
what manner others are using them and whether they have had any
success in retrieving useful Marketing data via Report Builder or
Crystal.

Sincerely,
Judy Havlik
Plitek, L.L.C.
judy.havlik@...


--- In vantage@yahoogroups.com, "Frank Zeigafuse" <fzeigafuse@l...>
wrote:
> one word of caution is that they are tied to a sales order not the
customer
> master.
>
>
>
> Frank Zeigafuse
>
> Innovative Office Products
>
> General Manager
>
> Direct Phone: 610-559-6369
>
> Email: fzeigafuse@L...
>
>
>
> -----Original Message-----
> From: Judy Havlik [mailto:judy.havlik@p...]
> Sent: Wednesday, May 12, 2004 1:25 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Marketing Campaigns and Events
>
>
> If anyone is using the Marketing Campaigns and Events can you
briefly
> tell us how you're using them and whether you have developed any
> useful reporting tools?
>
> Thanks for your help.
>
> Sincerely,
> Judy Havlik
> judy.havlik@p...
>
>
>
>
> 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/links
>
>
>
> Yahoo! Groups Sponsor
>
> ADVERTISEMENT
>
>
<http://rd.yahoo.com/SIG=129frv778/M=295196.4901138.6071305.3001176/D=
groups
> /S=1705007183:HM/EXP=1084469154/A=2128215/R=0/SIG=10se96mf6/*http://
companio
> n.yahoo.com> click here
>
> <http://us.adserver.yahoo.com/l?
M=295196.4901138.6071305.3001176/D=groups/S=
> :HM/A=2128215/rand=149751663>
>
>
> _____
>
> 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
Service
> <http://docs.yahoo.com/info/terms/> .
>
>
>
> <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@L... 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]
5
the best solution would be for epicor to have the field on the customer
master.
I do not understand how by buying VBI it would fix the data integrity
problem? but maybe I am issuing something.
To my knowledge it is not a retrieval issue but an integrity one.

the old garbage in / garbage out thing :)

I will ask my marketing manager if he was given a suggestion number that you
could join if you like.



Frank Zeigafuse

Innovative Office Products

General Manager

Direct Phone: 610-559-6369

Email: fzeigafuse@...



-----Original Message-----
From: Judy Havlik [mailto:judy.havlik@...]
Sent: Thursday, May 13, 2004 10:56 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Marketing Campaigns and Events


Thanks, Frank, we've noted that they are not associated to the
Customer and we are trying to determine the best way to enter
Campaigns and Events to get the most use out of reporting options.
We talked to Epicor and know that probably the best way is to
purchase VBI, but until the decision is made to do so we wondered in
what manner others are using them and whether they have had any
success in retrieving useful Marketing data via Report Builder or
Crystal.

Sincerely,
Judy Havlik
Plitek, L.L.C.
judy.havlik@...


--- In vantage@yahoogroups.com, "Frank Zeigafuse" <fzeigafuse@l...>
wrote:
> one word of caution is that they are tied to a sales order not the
customer
> master.
>
>
>
> Frank Zeigafuse
>
> Innovative Office Products
>
> General Manager
>
> Direct Phone: 610-559-6369
>
> Email: fzeigafuse@L...
>
>
>
> -----Original Message-----
> From: Judy Havlik [mailto:judy.havlik@p...]
> Sent: Wednesday, May 12, 2004 1:25 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Marketing Campaigns and Events
>
>
> If anyone is using the Marketing Campaigns and Events can you
briefly
> tell us how you're using them and whether you have developed any
> useful reporting tools?
>
> Thanks for your help.
>
> Sincerely,
> Judy Havlik
> judy.havlik@p...
>
>
>
>
> 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/links
>
>
>
> Yahoo! Groups Sponsor
>
> ADVERTISEMENT
>
>
<http://rd.yahoo.com/SIG=129frv778/M=295196.4901138.6071305.3001176/D=
groups
> /S=1705007183:HM/EXP=1084469154/A=2128215/R=0/SIG=10se96mf6/*http://
companio
> n.yahoo.com> click here
>
> <http://us.adserver.yahoo.com/l?
M=295196.4901138.6071305.3001176/D=groups/S=
> :HM/A=2128215/rand=149751663>
>
>
> _____
>
> 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
Service
> <http://docs.yahoo.com/info/terms/> .
>
>
>
> <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@L... 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]



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/links



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/SIG=129do5f17/M=295196.4901138.6071305.3001176/D=groups
/S=1705007183:HM/EXP=1084546573/A=2128215/R=0/SIG=10se96mf6/*http://companio
n.yahoo.com> click here

<http://us.adserver.yahoo.com/l?M=295196.4901138.6071305.3001176/D=groups/S=
:HM/A=2128215/rand=726929118>


_____

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 Service
<http://docs.yahoo.com/info/terms/> .



<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]
6
I am trying to find a way to join the correct tables in Report
Builder for Vantage 6.10.520, to filter data for a given time period:

Marketing Campaign Name - <total billings>
Marketing Event Name - <total billings>
Customer Name - <total billings>

It should be so easy, but I can't find the correct sequence of joins
to make it work. InvcDtl and InvcHead don't link direct to the
Marketing tables (I don't understand why they wouldn't, but they
don't).

Does anyone use Campaigns and Events that has a report they could
share with me or perhaps lead me in the proper direction?

Thanks so much.

Sincerely,
Judy Havlik
Plitek, L.L.C.
judy.havlik@...