Hello All,
we just got XL connect installed and notice that when we open spreadsheet to work on Epicor (10.1), no other worksheet can't be open after.
Just wondering if anyone has same issue and found any solutions ?? Thank you in advance.
Prasad
Was this mentioned at Perspectives this year?
http://money.cnn.com/news/newsfeeds/articles/marketwire/0572569.htm
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of
enterprise business software solutions for the midmarket and divisions of
Global 1000 companies, today announced the release of Epicor XL Connect, the
company's latest business reporting and analytics solution that provides
real-time, secured access to essential business data from Microsoft Office
Excel. Epicor XL Connect is a simple yet powerful tool that makes it easy
for end-users to create and refresh business reports and analyses in Excel
to get the answers they need without the usual challenges of gathering and
formatting source data.
Epicor XL Connect -- the latest Epicor Extend solution -- allows users to
interact with live data via a spreadsheet. Featuring a live link to business
data, a user's view is always current and always accurate. Excel users will
really benefit from Epicor XL Connect's built-in functions and drag-and-drop
analysis sets that already understand the underlying data. Immediate
integration to business data allows users to create reports faster and
easier, plus multi-dimensional drill-down functions help them explore the
detailed data with just a few clicks without leaving Excel. With Epicor XL
Connect, users can even leverage existing spreadsheets, but without the
hassle of copy-and-paste or SQL queries.
....
Keeping with Epicor's "protect, extend, and converge" commitment to
customers that enables them to leverage the latest technology with their
current Epicor solutions, Epicor XL Connect is available now to Epicor
Enterprise customers. For more information on Epicor XL Connect e-mail
info@....
http://money.cnn.com/news/newsfeeds/articles/marketwire/0572569.htm
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of
enterprise business software solutions for the midmarket and divisions of
Global 1000 companies, today announced the release of Epicor XL Connect, the
company's latest business reporting and analytics solution that provides
real-time, secured access to essential business data from Microsoft Office
Excel. Epicor XL Connect is a simple yet powerful tool that makes it easy
for end-users to create and refresh business reports and analyses in Excel
to get the answers they need without the usual challenges of gathering and
formatting source data.
Epicor XL Connect -- the latest Epicor Extend solution -- allows users to
interact with live data via a spreadsheet. Featuring a live link to business
data, a user's view is always current and always accurate. Excel users will
really benefit from Epicor XL Connect's built-in functions and drag-and-drop
analysis sets that already understand the underlying data. Immediate
integration to business data allows users to create reports faster and
easier, plus multi-dimensional drill-down functions help them explore the
detailed data with just a few clicks without leaving Excel. With Epicor XL
Connect, users can even leverage existing spreadsheets, but without the
hassle of copy-and-paste or SQL queries.
....
Keeping with Epicor's "protect, extend, and converge" commitment to
customers that enables them to leverage the latest technology with their
current Epicor solutions, Epicor XL Connect is available now to Epicor
Enterprise customers. For more information on Epicor XL Connect e-mail
info@....
I think this is for the Enterprise product.
--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mark Wonsil
Sent: Tuesday, January 05, 2010 7:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] XL Connect
Was this mentioned at Perspectives this year?
http://money.cnn.com/news/newsfeeds/articles/marketwire/0572569.htm
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of
enterprise business software solutions for the midmarket and divisions of
Global 1000 companies, today announced the release of Epicor XL Connect, the
company's latest business reporting and analytics solution that provides
real-time, secured access to essential business data from Microsoft Office
Excel. Epicor XL Connect is a simple yet powerful tool that makes it easy
for end-users to create and refresh business reports and analyses in Excel
to get the answers they need without the usual challenges of gathering and
formatting source data.
Epicor XL Connect -- the latest Epicor Extend solution -- allows users to
interact with live data via a spreadsheet. Featuring a live link to business
data, a user's view is always current and always accurate. Excel users will
really benefit from Epicor XL Connect's built-in functions and drag-and-drop
analysis sets that already understand the underlying data. Immediate
integration to business data allows users to create reports faster and
easier, plus multi-dimensional drill-down functions help them explore the
detailed data with just a few clicks without leaving Excel. With Epicor XL
Connect, users can even leverage existing spreadsheets, but without the
hassle of copy-and-paste or SQL queries.
....
Keeping with Epicor's "protect, extend, and converge" commitment to
customers that enables them to leverage the latest technology with their
current Epicor solutions, Epicor XL Connect is available now to Epicor
Enterprise customers. For more information on Epicor XL Connect e-mail
info@....
------------------------------------
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/linksYahoo! Groups Links
--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Mark Wonsil
Sent: Tuesday, January 05, 2010 7:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] XL Connect
Was this mentioned at Perspectives this year?
http://money.cnn.com/news/newsfeeds/articles/marketwire/0572569.htm
Epicor Software Corporation (NASDAQ: EPIC), a leading provider of
enterprise business software solutions for the midmarket and divisions of
Global 1000 companies, today announced the release of Epicor XL Connect, the
company's latest business reporting and analytics solution that provides
real-time, secured access to essential business data from Microsoft Office
Excel. Epicor XL Connect is a simple yet powerful tool that makes it easy
for end-users to create and refresh business reports and analyses in Excel
to get the answers they need without the usual challenges of gathering and
formatting source data.
Epicor XL Connect -- the latest Epicor Extend solution -- allows users to
interact with live data via a spreadsheet. Featuring a live link to business
data, a user's view is always current and always accurate. Excel users will
really benefit from Epicor XL Connect's built-in functions and drag-and-drop
analysis sets that already understand the underlying data. Immediate
integration to business data allows users to create reports faster and
easier, plus multi-dimensional drill-down functions help them explore the
detailed data with just a few clicks without leaving Excel. With Epicor XL
Connect, users can even leverage existing spreadsheets, but without the
hassle of copy-and-paste or SQL queries.
....
Keeping with Epicor's "protect, extend, and converge" commitment to
customers that enables them to leverage the latest technology with their
current Epicor solutions, Epicor XL Connect is available now to Epicor
Enterprise customers. For more information on Epicor XL Connect e-mail
info@....
------------------------------------
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/linksYahoo! Groups Links
>Yeah, I saw that. What makes this confusing is that in Epicor 9, Vantage
> I think this is for the Enterprise product.
>
users convert to Epicor 9 Enterprise licenses.
<shrug>
Mark W.
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
We export Customer and Contact lists to Excel and then use Word's mail merge feature to do mass emails. We also have automated order and shipping emails, but these are text only. If you have APM, you can get fancier with the mailings including attaching PDF files.
Without APM, out of the box emailing capabilities of Vantage are limited. But with a little work, you could do just about anything you want with emails and customer contacts. There's always ODBC to extract the contact information and to pull it into whatever program you like.
________________________________
From: Fay Weis <fweis@...>
To: vantage@yahoogroups.com
Sent: Tue, January 5, 2010 1:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
Â
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
Without APM, out of the box emailing capabilities of Vantage are limited. But with a little work, you could do just about anything you want with emails and customer contacts. There's always ODBC to extract the contact information and to pull it into whatever program you like.
________________________________
From: Fay Weis <fweis@...>
To: vantage@yahoogroups.com
Sent: Tue, January 5, 2010 1:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
Â
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@...>
To: vantage@yahoogroups.com
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@...>
To: vantage@yahoogroups.com
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
We use ODBC to extract email addresses and then import them into Constant Contact for our mailings. A couple things to keep in mind: email addresses are in the Customer table, CustCnt table, and ShipTo table. There is also a No-Contact check box. If you are disciplined with the use of the check boxes (we are not), you can reduce the number of bounce backs, and angry messages from people accusing you of SPAM.
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
I would concur. Constant Contact is a great service (there are others as well), and if you're doing e-mail marketing, you really, really want to be able to easily handle the opt-out piece, and with Constant Contact you get immediate feedback on link clickthroughs, who is viewing your messages, etc.
Randy, how do you handle the closed loop on no-contact requests? Do you just deal with them manually?
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Randy Weber
Sent: Tuesday, January 05, 2010 3:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
We use ODBC to extract email addresses and then import them into Constant Contact for our mailings. A couple things to keep in mind: email addresses are in the Customer table, CustCnt table, and ShipTo table. There is also a No-Contact check box. If you are disciplined with the use of the check boxes (we are not), you can reduce the number of bounce backs, and angry messages from people accusing you of SPAM.
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
[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/linksYahoo! Groups Links
Randy, how do you handle the closed loop on no-contact requests? Do you just deal with them manually?
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Randy Weber
Sent: Tuesday, January 05, 2010 3:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
We use ODBC to extract email addresses and then import them into Constant Contact for our mailings. A couple things to keep in mind: email addresses are in the Customer table, CustCnt table, and ShipTo table. There is also a No-Contact check box. If you are disciplined with the use of the check boxes (we are not), you can reduce the number of bounce backs, and angry messages from people accusing you of SPAM.
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
[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/linksYahoo! Groups Links
I hate to admit that we don’t close the loop. Our sales people say they don’t have the time to maintain all of that. My process is as follows:
1) Via ODBC I make a list of all Vantage email addresses (along with name, company, etc)
2) Export from Constant Contact online the most recent email list
3) Combine the two lists above into one table – email is unique
4) Remove any that have bounced or opted out
My list now has any new names that have been added since last mailing.
5) Upload new list to CC.
The nice thing about CC is that even if we slip up, and put in an address that had previously opted out, CC will catch that and will not resend.
Randy Weber
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Tuesday, January 05, 2010 2:27 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
I would concur. Constant Contact is a great service (there are others as well), and if you're doing e-mail marketing, you really, really want to be able to easily handle the opt-out piece, and with Constant Contact you get immediate feedback on link clickthroughs, who is viewing your messages, etc.
Randy, how do you handle the closed loop on no-contact requests? Do you just deal with them manually?
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
bspolarich@... <mailto:bspolarich%40advancedphotonix.com> ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Randy Weber
Sent: Tuesday, January 05, 2010 3:19 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
We use ODBC to extract email addresses and then import them into Constant Contact for our mailings. A couple things to keep in mind: email addresses are in the Customer table, CustCnt table, and ShipTo table. There is also a No-Contact check box. If you are disciplined with the use of the check boxes (we are not), you can reduce the number of bounce backs, and angry messages from people accusing you of SPAM.
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
[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/. <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/linksYahoo! Groups Links
[Non-text portions of this message have been removed]
1) Via ODBC I make a list of all Vantage email addresses (along with name, company, etc)
2) Export from Constant Contact online the most recent email list
3) Combine the two lists above into one table – email is unique
4) Remove any that have bounced or opted out
My list now has any new names that have been added since last mailing.
5) Upload new list to CC.
The nice thing about CC is that even if we slip up, and put in an address that had previously opted out, CC will catch that and will not resend.
Randy Weber
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Tuesday, January 05, 2010 2:27 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
I would concur. Constant Contact is a great service (there are others as well), and if you're doing e-mail marketing, you really, really want to be able to easily handle the opt-out piece, and with Constant Contact you get immediate feedback on link clickthroughs, who is viewing your messages, etc.
Randy, how do you handle the closed loop on no-contact requests? Do you just deal with them manually?
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
bspolarich@... <mailto:bspolarich%40advancedphotonix.com> ~ 734-864-5618 ~ www.advancedphotonix.com
-----Original Message-----
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Randy Weber
Sent: Tuesday, January 05, 2010 3:19 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Email Capabilities - Vantage 8.03.408B
We use ODBC to extract email addresses and then import them into Constant Contact for our mailings. A couple things to keep in mind: email addresses are in the Customer table, CustCnt table, and ShipTo table. There is also a No-Contact check box. If you are disciplined with the use of the check boxes (we are not), you can reduce the number of bounce backs, and angry messages from people accusing you of SPAM.
We use Constant Contact because their bounce management and opt-out feature is flawless.
Last point – the first time we did a mass email to 2,500 addresses, we got put on a black list for spammers.
Randy Weber
IT Manager
TLC Electronics
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Kunal Ganguly
Sent: Tuesday, January 05, 2010 1:22 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Email Capabilities - Vantage 8.03.408B
I would probably do it using vb.net code as a customization from any given form. You can attach files using it as well. If you want to do a mass e-mail to multiple customers then you probably need to write your own SQL statement (again, can be done as a VB customization) to mine the data.
Thanks,
Kunal
________________________________
From: Fay Weis <fweis@... <mailto:fweis%40kees.com> <mailto:fweis%40kees.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Tue, January 5, 2010 12:10:31 PM
Subject: [Vantage] Email Capabilities - Vantage 8.03.408B
What are the email capabilities of Vantage? We would like to do a mass email to our customer contacts. Is that possible? How would we go about doing that? Can we attach a Word or .pdf document as well?
Any input you can share would be appreciated.
Fay Weis
KEES, Inc.
PO Box L
Elkhart Lake, WI 53020
920-876-3391
[Non-text portions of this message have been removed]
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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
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
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Thanks for the responses. I'll turn this over to our IT person to see what he can come up with, and sorry this got attached to another topic...?
Fay Weis
KEES, Inc.
Fay Weis
KEES, Inc.
Is anyone out there using XL Connect for Epicor 9.05? We have just had the application installed and we have some questions regarding the full capabilities of the application and what we are hoping it can do for us. If anyone is currently using this software and is willing to spend a few minutes discussing your experiences please let me know.
Thank you,
Lauren Hellings
Business Analyst
Office: 281-207-4613
Cell: 832-472-1736
Fax: 281-207-0672
email: Lauren.Hellings@...<mailto:Lauren.Hellings@...>
www.c-p-i.com<http://www.c-p-i.com/>
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[Non-text portions of this message have been removed]
Thank you,
Lauren Hellings
Business Analyst
Office: 281-207-4613
Cell: 832-472-1736
Fax: 281-207-0672
email: Lauren.Hellings@...<mailto:Lauren.Hellings@...>
www.c-p-i.com<http://www.c-p-i.com/>
----------Legal Disclaimer----------
The information contained in this message may be privileged and confidential, and is intended solely for the use of the named addressee. No other person is authorized to access, copy or re-use this message (or any information contained herein). If you are not the intended recipient, please notify us immediately by replying to this message and delete it from your computer.
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We are using vista 8.03.409c
We are considering purchasing xl connect, just the base version.
There is no demo available so I'm wondering if anyone can give some feedback good and bad? Is it easy enough for a completly inexperienced report writer? Is anyone using it for ap and/or ar? Does it work as well as the sales repbis claiming?
Thanks in advance for your help!
We are considering purchasing xl connect, just the base version.
There is no demo available so I'm wondering if anyone can give some feedback good and bad? Is it easy enough for a completly inexperienced report writer? Is anyone using it for ap and/or ar? Does it work as well as the sales repbis claiming?
Thanks in advance for your help!
--- In vantage@yahoogroups.com, "ttfitman" wrote:
>I should also ask if anyone is using the broadcast piece
> We are using vista 8.03.409c
>
> We are considering purchasing xl connect, just the base version.
>
> There is no demo available so I'm wondering if anyone can give some feedback good and bad? Is it easy enough for a completly inexperienced report writer? Is anyone using it for ap and/or ar? Does it work as well as the sales repbis claiming?
>
> Thanks in advance for your help!
>
ttfitman,
Have you purchased it? We are looking to to purchase it as well but want to make sure i know what i am getting in Vantage 8.03.409C.
Jose
Did anyone install XL connect by themselves or had Epicor do it? Do we need training on it? We are purchasing but want to make sure that we need the "extra stuff" that epicor suggests?
thansk!
Jose
Jose,
Yes, we've installed it ourselves a number of times. At first, we had Epicor support help us and it was NOT easy. I'm not sure about what 'extra stuff' you are referring to, but I have a nice word document another trick we can discuss via email if you wish. The word doc will take a little explanation, but it should make your installs go nicely...
Feel free - mkgross69@...
Mike
ttfitman,
We're using it with 905.606 and it's working quite well for us, even with a highly complicated GL structure. What can I tell you about it?? It's an Excel Add-on that creates it's own Ribbon, it uses SSRS via SQL to run queries and return data (so the setup and authentication might bite you a little bit depending on your setup) to an excel spreadsheet. Each cell has to have it's own formula, but they can be parameterized to use a common set of values so editing or changing ranges can be done in a single section/set of cells at the top of the spreadsheet and all the magic happen accordingly. It's aware of the entire structure (multi-company/plant/etc) and works nicely as far as we have experienced so far.
And no, no XL Broadcast, but I can tell you about it briefly. It's an Excel add-on like XL Connect, that can only be installed once, and Excel must remain open for it to function, so I was instructed to install Excel and XL Broadcast on my Server (hmmm...). You edit 'books', distribution lists, and associated schedules on that instance and it just wakes up and does what it needs to when it's supposed to. If you want it to email instead of print or save, you need to have an email client logged in as well on that 'server'. Pretty sure that's how it works.
Mike
Lauren:
Since your post was from 2012 I assume you are now an expert. I am in the same place you were then. Can we talk, especially about creating data that is not strictly GL centric?
Thanks,
Bruce Caple
We are thinking about getting XL Connect. Wondering what is the maintenance and support. Also do you recommend XL developer. We are on Epicor 9.05.702A.