Reminders for CRM call logs

Yahoo Archive
1
ok, took an unorthdox approach to this one. I went ahead and created a VB customization that will allow the user to set a date and time and click a button to send a attachment to their mailbox. The attachment is an iCalendar entry (this is a "standard" calendar format - i.e. text data organized in a way that most calendar programs can read it) - the user double clicks on the calendar and an entry is created in the user's mail program with salient details pulled from the call log.

Perhaps not the most graceful approach, but this way, the users see the call logs they need to follow up on their calendar and also get reminded.

Thanks,
Kunal




________________________________
From: Mark Wonsil <mark_wonsil@...>
To: vantage@yahoogroups.com
Sent: Monday, June 29, 2009 11:11:04 AM
Subject: RE: [Vantage] Reminders for CRM call logs





vantage@yahoogroups .com wrote:
> I'm confused - I was under the impression that CRM tasks are
> "created" off a set task list and are put in action when a
> quote is created or a helpdesk ticket. The user has to check
> off each task as it is completed. Can users create their own
> tasks in Vantage?

Yes, the task sets are set in ECO, Help Desk, and Quotation but you can also
add single tasks right from the Task List (if you have proper security).
Anyone who's an Authorized User of the Work Force ID will see and can
complete the task.

Mark W.







[Non-text portions of this message have been removed]
2
Hello,

Quite a few of my users want the ability to be reminded of when a CRM call log needs to be "acted on". They are using these logs as both reminders and also to keep track of contact with a customer.

Unfortunately, Vantage 8 has no way of allowing this.

So, I was thinking of adding a date field to the call log form and using global alerts to trigger an e-mail when the system date matches the date as stored in the SQL database. Problem is, I am not sure this can be done mainly because I dont think global alerts can monitor SQL fields. If anyone has any ideas or suggestions I would greatly appreciate it.

Thanks,
Kunal





[Non-text portions of this message have been removed]
3
Hello Kunal,

> Quite a few of my users want the ability to be reminded of
> when a CRM call log needs to be "acted on". They are using
> these logs as both reminders and also to keep track of
> contact with a customer.
>
> Unfortunately, Vantage 8 has no way of allowing this.
>
> So, I was thinking of adding a date field to the call log
> form and using global alerts to trigger an e-mail when the
> system date matches the date as stored in the SQL database.
> Problem is, I am not sure this can be done mainly because I
> dont think global alerts can monitor SQL fields. If anyone
> has any ideas or suggestions I would greatly appreciate it.

Any reason you're not using CRM Tasks?

Mark W.
4
Tasks cannot be assigned to call logs can they?

Thanks,
Kunal




________________________________
From: Mark Wonsil <mark_wonsil@...>
To: vantage@yahoogroups.com
Sent: Thursday, June 25, 2009 5:24:26 PM
Subject: RE: [Vantage] Reminders for CRM call logs





Hello Kunal,

> Quite a few of my users want the ability to be reminded of
> when a CRM call log needs to be "acted on". They are using
> these logs as both reminders and also to keep track of
> contact with a customer.
>
> Unfortunately, Vantage 8 has no way of allowing this.
>
> So, I was thinking of adding a date field to the call log
> form and using global alerts to trigger an e-mail when the
> system date matches the date as stored in the SQL database.
> Problem is, I am not sure this can be done mainly because I
> dont think global alerts can monitor SQL fields. If anyone
> has any ideas or suggestions I would greatly appreciate it.

Any reason you're not using CRM Tasks?

Mark W.







[Non-text portions of this message have been removed]
5
vantage@yahoogroups.com wrote:
> Tasks cannot be assigned to call logs can they?

Well, no. But the point of tasks are to remind people that they need to do
something and the point of the call log is to record something. So use the
Call log to keep notes but enter a task to be reminded when to follow up.

I think I'm one of the few people that like the task function in CRM. Emails
may sit in a mailbox without action until someone returns from time off and
there's no indication that someone acted on them (unless they send another
email). Tasks OTOH can go to a group for processing and the task list shows
everything that needs to be done in one place. Once it's completed it drops
off the list.

If you ever move to Information Worker, the tasks and calls will sync to
your Outlook as well.

Best,

Mark W.
6
I'm confused - I was under the impression that CRM tasks are "created" off a set task list and are put in action when a quote is created or a helpdesk ticket. The user has to check off each task as it is completed. Can users create their own tasks in Vantage? We do not have infoworker. We are on version 404b.

Thanks,
Kunal




________________________________
From: Mark Wonsil <mark_wonsil@...>
To: vantage@yahoogroups.com
Sent: Monday, June 29, 2009 8:55:43 AM
Subject: RE: [Vantage] Reminders for CRM call logs





vantage@yahoogroups .com wrote:
> Tasks cannot be assigned to call logs can they?

Well, no. But the point of tasks are to remind people that they need to do
something and the point of the call log is to record something. So use the
Call log to keep notes but enter a task to be reminded when to follow up.

I think I'm one of the few people that like the task function in CRM. Emails
may sit in a mailbox without action until someone returns from time off and
there's no indication that someone acted on them (unless they send another
email). Tasks OTOH can go to a group for processing and the task list shows
everything that needs to be done in one place. Once it's completed it drops
off the list.

If you ever move to Information Worker, the tasks and calls will sync to
your Outlook as well.

Best,

Mark W.







[Non-text portions of this message have been removed]
7
vantage@yahoogroups.com wrote:
> I'm confused - I was under the impression that CRM tasks are
> "created" off a set task list and are put in action when a
> quote is created or a helpdesk ticket. The user has to check
> off each task as it is completed. Can users create their own
> tasks in Vantage?

Yes, the task sets are set in ECO, Help Desk, and Quotation but you can also
add single tasks right from the Task List (if you have proper security).
Anyone who's an Authorized User of the Work Force ID will see and can
complete the task.

Mark W.