Right-click Email via Outlook

> Portal/InfoWorker isn't too bad from what my CAM ball-parked.
> ServiceConnect is painful, though...

We bought the Productivity Pyramid which includes: Portal and InfoWorker. It also includes Service Connect work flows to do the built-in functionality of updating items in Vantage/Epicor. You do not have to buy a full version of Service Connect to have Info Worker work out of the box. If you want to update other items, you'll either need to buy SC or write your own update routines and plug them into Portal.

What we were not told, and to answer the original question - what 3rd party products do you need to get?, you MUST have a FULL version of SQL*Server. The express editions will NOT work. Portal depends on the SQL Agent and that does not ship with the Express versions of SQL*Server. We have a full version of SQL*Server on our Small Business Server but that's our firewall and Exchange platform and we didn't want to add the extra load. Our CAM tried to swing us a deal on SQL*Server because the previous CAM didn't tell us about it but his boss didn't
approve it. So currently, our Productivity Pyramid is sitting unproductive.

I was contacted by Epicor about our experience with Info Worker and I told him about our full SQL*Server situation and Portal and he got us in touch with an Epicor developer to see if they could re-architect the product with the SQL Agent. I never heard back from him.

Something else to know about Info Worker and how it works. It is designed to work with plain vanilla Outlook. If you use Microsoft Dynamics or Business Contact Manager with Outlook, those contacts will not sync with Info Worker.

The operational model for Info Worker is:

- Pick an object (Contacts/Orders/Calls/etc) and start a sync by pulling down a subset of the objects.
- IW starts a Portal task to pull down the objects
- IW populates the fields.
- You work on the fields
- You sync them back to update Vantage/Epicor via Portal and SC flows.

If you have a lot of contacts, this can take a long time and you may experience time-outs between IW and Portal. I experienced this at Perspectives last year.

HTH

Mark W.
Has anyone been able to change the right-click "Email" function in Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format, etc. so we would much rather just hand the process off to Outlook.
Has anyone written a customization that would run a progress app, or
progress code? I'd be interested to know how you did it.

Thanks,

Sean



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

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer an email it logs it in the call logs too.





________________________________
From: lisserjm <Jennifer.Lisser@...>
To: vantage@yahoogroups.com
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Â
Has anyone been able to change the right-click "Email" function in Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format, etc. so we would much rather just hand the process off to Outlook.







[Non-text portions of this message have been removed]
For logging to the call logs, you need the CRM module as well as the
InfoWorker(?) module, which puts a toolbar into Outlook. I just had a
conversation with my CAM about this...

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 2:59 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Right-click Email via Outlook




Hi All,

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer
an email it logs it in the call logs too.

________________________________
From: lisserjm <Jennifer.Lisser@...
<mailto:Jennifer.Lisser%40dorner.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook


Has anyone been able to change the right-click "Email" function in
Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format,
etc. so we would much rather just hand the process off to Outlook.

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






[Non-text portions of this message have been removed]
Do you need any 3rd party software to get it to work of just InfoWorker?




________________________________
From: Ari Footlik <ari@...>
To: vantage@yahoogroups.com
Sent: Thu, 28 January, 2010 14:09:15
Subject: RE: [Vantage] Right-click Email via Outlook

Â
For logging to the call logs, you need the CRM module as well as the
InfoWorker(? ) module, which puts a toolbar into Outlook. I just had a
conversation with my CAM about this...

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 2:59 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Right-click Email via Outlook

Hi All,

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer
an email it logs it in the call logs too.

____________ _________ _________ __
From: lisserjm <Jennifer.Lisser@ dorner.com
<mailto:Jennifer. Lisser%40dorner. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Has anyone been able to change the right-click "Email" function in
Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format,
etc. so we would much rather just hand the process off to Outlook.

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

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







[Non-text portions of this message have been removed]
I heard all you need is the CRM module and InfoWorker, but I'm not sure
if "InfoWorker" is the right name for the module. I believe my CAM
mentioned that the InfoWorker module also lets you publish info to a
website (e.g. for publishing vendor or customer information). But if
you wanted the viewer of the website to be able to manipulate data (e.g.
check off a check box) you'd need ServiceConnect.

--A

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 8:29 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Right-click Email via Outlook




Do you need any 3rd party software to get it to work of just InfoWorker?

________________________________
From: Ari Footlik <ari@... <mailto:ari%40zweig-cnc.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thu, 28 January, 2010 14:09:15
Subject: RE: [Vantage] Right-click Email via Outlook


For logging to the call logs, you need the CRM module as well as the
InfoWorker(? ) module, which puts a toolbar into Outlook. I just had a
conversation with my CAM about this...

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 2:59 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Right-click Email via Outlook

Hi All,

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer
an email it logs it in the call logs too.

____________ _________ _________ __
From: lisserjm <Jennifer.Lisser@ dorner.com
<mailto:Jennifer. Lisser%40dorner. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Has anyone been able to change the right-click "Email" function in
Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format,
etc. so we would much rather just hand the process off to Outlook.

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

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

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






[Non-text portions of this message have been removed]
You need Service Connect, Info Worker and Portal to do all of this
stuff. I think its called the Productivity Pyramid.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ari Footlik
Sent: Thursday, January 28, 2010 10:04 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Right-click Email via Outlook





I heard all you need is the CRM module and InfoWorker, but I'm not sure
if "InfoWorker" is the right name for the module. I believe my CAM
mentioned that the InfoWorker module also lets you publish info to a
website (e.g. for publishing vendor or customer information). But if
you wanted the viewer of the website to be able to manipulate data (e.g.
check off a check box) you'd need ServiceConnect.

--A

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 8:29 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Right-click Email via Outlook

Do you need any 3rd party software to get it to work of just InfoWorker?

________________________________
From: Ari Footlik <ari@... <mailto:ari%40zweig-cnc.com>
<mailto:ari%40zweig-cnc.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Sent: Thu, 28 January, 2010 14:09:15
Subject: RE: [Vantage] Right-click Email via Outlook

For logging to the call logs, you need the CRM module as well as the
InfoWorker(? ) module, which puts a toolbar into Outlook. I just had a
conversation with my CAM about this...

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 2:59 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Right-click Email via Outlook

Hi All,

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer
an email it logs it in the call logs too.

____________ _________ _________ __
From: lisserjm <Jennifer.Lisser@ dorner.com
<mailto:Jennifer. Lisser%40dorner. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Has anyone been able to change the right-click "Email" function in
Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format,
etc. so we would much rather just hand the process off to Outlook.

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

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

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

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





[Non-text portions of this message have been removed]
Information worker also requires Epicor Portal.

Information worker does allow you to log calls into the Epicor product.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ari Footlik
Sent: January-28-10 7:04 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Right-click Email via Outlook



I heard all you need is the CRM module and InfoWorker, but I'm not sure
if "InfoWorker" is the right name for the module. I believe my CAM
mentioned that the InfoWorker module also lets you publish info to a
website (e.g. for publishing vendor or customer information). But if
you wanted the viewer of the website to be able to manipulate data (e.g.
check off a check box) you'd need ServiceConnect.

--A

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 8:29 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Right-click Email via Outlook

Do you need any 3rd party software to get it to work of just InfoWorker?

________________________________
From: Ari Footlik <ari@...<mailto:ari%40zweig-cnc.com> <mailto:ari%40zweig-cnc.com> >
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Thu, 28 January, 2010 14:09:15
Subject: RE: [Vantage] Right-click Email via Outlook

For logging to the call logs, you need the CRM module as well as the
InfoWorker(? ) module, which puts a toolbar into Outlook. I just had a
conversation with my CAM about this...

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]<mailto:[mailto:vantage@yahoogroups%20.com]> On
Behalf
Of Chris Thompson
Sent: Thursday, January 28, 2010 2:59 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Right-click Email via Outlook

Hi All,

If somebody has info on this it would be pretty helpful.

I also heard once that you can configure it so when you send a customer
an email it logs it in the call logs too.

____________ _________ _________ __
From: lisserjm <Jennifer.Lisser@ dorner.com
<mailto:Jennifer. Lisser%40dorner. com> >
To: vantage@yahoogroups .com <mailto:vantage% 40yahoogroups. com>
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Has anyone been able to change the right-click "Email" function in
Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format,
etc. so we would much rather just hand the process off to Outlook.

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

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

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

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



[Non-text portions of this message have been removed]
Sounds like a lot of $$$$$$$$ for something so basic. Disappointing really.



Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 a Fax 401-596-1050

www.maxsonautomatic.com

_____



[Non-text portions of this message have been removed]
Its not as expensive as you would think.



Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Edward F. Fox, Jr.
Sent: Thursday, January 28, 2010 10:25 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Right-click Email via Outlook





Sounds like a lot of $$$$$$$$ for something so basic. Disappointing
really.

Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 Fax 401-596-1050

www.maxsonautomatic.com

_____

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





[Non-text portions of this message have been removed]
Portal/InfoWorker isn't too bad from what my CAM ball-parked.
ServiceConnect is painful, though...

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Blake Clemens
Sent: Thursday, January 28, 2010 10:12 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Right-click Email via Outlook




Its not as expensive as you would think.

Thanks,

Blake Clemens

IT Systems Engineer

Delmarva Millwork Corporation

(800) 360-2364 x132

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Edward F. Fox, Jr.
Sent: Thursday, January 28, 2010 10:25 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Right-click Email via Outlook

Sounds like a lot of $$$$$$$$ for something so basic. Disappointing
really.

Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-9873 x110 Fax 401-596-1050

www.maxsonautomatic.com

_____

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

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






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

This may or may not be relevant, and there are limitations. I was able to create outlook tasks from project tasks in vantage. You can use the same process to generate emails.
....
IT IS CRUDE and use as is , it is not fully tested. no responsibility...


Creating Outlook Tasks from Vantage
Â
This was born out of using Project Tasks in vantage.
Â
Please note this is very basic and has following limitations
Â
1)Â Â Â Â Outlook Security will block the accessing outlook to send the task and requires user approval. However there is product called redemption which can by pass this but has not been tested
2)Â Â Â Â The code is very basic
3)    The code doesn’t check for duplication in outlook
4)Â Â Â Â Have not worked out how to synch back from outlook to vantage.
5)Â Â Â Â The code has hard coded items such as recipient but can easily altered to reference data in vantage
6)Â Â Â Â Only tested on Exchange 2003, Outlook 2003, Vantage 8.03.405
Â
Any further help would be great!
Â
There are two steps
Â
1)Â Â Â Â Copy the Microsoft.Office.Interop.Outlook Dll into the client folder
a.     This is required to be on client sending the task and not server.
2)Â Â Â Â Customised Code to create and send task.
Â
1.0 Referencing the Microsoft.Office.Interop.Outlook Dll
Â
In order to create the task, in this example, you use the above Dll. This may or may not be installed on the client. If not this needs to be downloaded. Any non Epicor assemblies Must be copied into Epicor client folder so that vantage can access them.
Â
1.1Â Â Download and Office 2003 Update: Redistributable Primary Interop Assemblies
Â
o       Download the package and install
1.2Â Â Copy the assembly Microsoft.Office.Interop.Outlook
Â
o       Now this is installed in a shell folder and the only way I could copy the file was by Dos
o       Open command prompt
o       Goto C:\windows\assembly\GAC
o       Goto to sub folder Microsoft.Office.Interop.Outlook
o       Copy the two files from to a safe haven. For future use
o       Copy the two files in to C:\client803
Â
2.0 Customising
Â
The first step is to add the reference to vantage
Â
2.1 In a customisation window > Tools > Custom Assembly Reference Manager
2.2 Add Custom Assembly
2.3 Add Microsoft.Office.Interop.Outlook
Â
The second step is to add the necessary code. In this example it is based on a click of custombutton2.
2.4 Add the following
Â
Imports System.Reflection
Imports Outlook = Microsoft.Office.Interop.Outlook
Â
           2.5 Add the CustomButton to the form
         2.6 Create a click event for the above
         2.7. Below is example code
Â
         Private Sub btnEpiCustom2_Click(ByVal Sender As Object, ByVal Args As System.EventArgs) Handles btnEpiCustom2.Click
                  '// ** Place Event Handling Code Here **
          Dim oApp As Outlook.Application = New Outlook.Application()
Â
           ' Get NameSpace and Logon.
         ' Dim oNS As Outlook.NameSpace = oApp.GetNamespace("mapi") NS.Logon("Outlook", Missing.Value, False, True)
Â
       Dim oNS As Outlook.NameSpace = oApp.GetNamespace("MAPI")
           ' TODO: ' Create a new TaskItem.
           Dim OTask As Outlook.TaskItem = oApp.CreateItem(Outlook.OlItemType.olTaskItem)
Â
Â
           ' Assign the task
           OTask.Assign()
Â
Â
           ' Add recipients to the task
           OTask.Recipients.Add("Someone@...")
Â
Â
           ' Add the subject to the task
           OTask.Subject = "Example Task from Vantage"
Â
Â
           'Add the body to the task
           OTask.Body = "Example Task text from Vantage"
Â
Â
           ' Add the Task duedate
           OTask.DueDate = DateTime.Today
Â
Â
           ' Set the reminder to the task
           'oAppt1.ReminderSet = True
Â
Â
           ' Set the reminder time
           OTask.ReminderTime = OTask.DueDate
Â
Â
           ' If you want to display the task uncomment the next line
           'oAppt1.Display(True)
Â
Â
           ' Save the task to outlook
           OTask.Save()
Â
Â
           ' Send the task
           'oAppt1.Send()
Â
Â
     Â
           ' Log off.
           oNS.Logoff()
Â
Â
           ' Clean up.
           oApp = Nothing
           oNS = Nothing
    Â
End sub
Â


Â



________________________________
From: lisserjm <Jennifer.Lisser@...>
To: vantage@yahoogroups.com
Sent: Wed, 27 January, 2010 21:21:03
Subject: [Vantage] Right-click Email via Outlook

Â
Has anyone been able to change the right-click "Email" function in Epicor to launch Outlook rather than the Epicor version of mail?

The Epicor version doesn't save sent messages, spell check, font format, etc. so we would much rather just hand the process off to Outlook.







[Non-text portions of this message have been removed]
Here's a different approach -- has anyone been able to setup a "mailto:" link off an email field in Vantage? I would expect it to open Outlook the same as clicking a mailto link in Internet Explorer does for us now.

We are on 8.03.408A

--- In vantage@yahoogroups.com, Brychan Williams <brychanwilliams@...> wrote:
>
> Hi,
>
> This may or may not be relevant, and there are limitations. I was able to create outlook tasks from project tasks in vantage. You can use the same process to generate emails.
> ....
> IT IS CRUDE and use as is , it is not fully tested. no responsibility...
>
>
> Creating Outlook Tasks from Vantage
> This was born out of using Project Tasks in vantage.
> Please note this is very basic and has following limitations
....
> ________________________________
> From: lisserjm <Jennifer.Lisser@...>
> To: vantage@yahoogroups.com
> Sent: Wed, 27 January, 2010 21:21:03
> Subject: [Vantage] Right-click Email via Outlook
>
> Has anyone been able to change the right-click "Email" function in Epicor to launch Outlook rather than the Epicor version of mail?
>
> The Epicor version doesn't save sent messages, spell check, font format, etc. so we would much rather just hand the process off to Outlook.
>
> [Non-text portions of this message have been removed]
>