Settings and activity

  1. 1 vote
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    The chronological order used for catalog requests in the Contact Manager was intentional. We thought it would be most helpful to have the most recent on top thinking that would be the most common choice and the 'current' catalog.

    We have plans to enhance this in conjunction with a new module planned for release in 2015. In the mean time, we'll consider adding an option to let you choose the sequence.

  2. 1 vote
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    For others reviewing this request, understand that the Close PO button does save automatically. The Close button, however, acts more like a Cancel button, exiting the form and discarding changes. The request is to have CMS recognize that changes have been made and prompt to save when closing.

    An alternate approach would be to make the Save button act as a Save/Close and convert the Close button into a Cancel button, which also might alleviate some confusion between it and the Close PO button.

  3. 2 votes
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    When printing a Crystal PO form, it will come up on screen first. If you click the Export button, as it sounds like you do now, but change the Destination to MAPI, Crystal will create an email with the PO attached as a PDF (or whatever format you chose.)

    This requires having a MAPI email client on your machine and you'd have to paste in the vendor's email address, but this process is probably more efficient than just exporting to a PDF file and attaching manually.

    That all said, I agree, having CMS do this for you would be an excellent enhancement.

  4. 7 votes
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    In CMS 9.0 we added column sorting to a number of grids in CMS, including Payment Maintenance. While there is not yet a search function, and we'll leave this request open for that request, you can now click on the column headers in the grid to sort by check#, amount, or any of the other fields. With that you should be able to pretty quickly find the payment you're looking for.

  5. 1 vote
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    Glad to see this request here. This is a feature I've wanted to add for some time but it'll need to get some votes. The immediate work-around is to click the Order button and click the Past Items button on the Items tab of Order Entry to see a list of purchased items.

    I'd like to see it as part of the History tab for the customer, perhaps with a means of toggling between contact (our current display) and product history.

    While I mentioned the Past Items work-around above, I think the item history we'd display in the Customer History should be represented differently, as you suggested. You mentioned top 20 but there's no reason to limit it. There is probably value to a Past Items type of display to see what was ordered when, displayed chronologically, as well as a list of items orders with the total quantity (sorted descending so most frequently purchased items are at the top of the list.)

    Remaining questions:

    1) When viewing the products order by quantity, should this be net of returns and is there value in this view to having returns displayed separately?

    2) Aside from possibly column sorting in this grid, would you want any further interaction? Examples might be exporting, reporting, or starting an order for that customer and that item (off the top of my head)...or anything else?

    Russ

  6. 0 votes
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    Agreed, this Landed Cost wizard seems best suited to updating the PO as a whole, not just a single receipt. This would be particularly important for the stated use-case where the costs are set some time after the receiving (like a separately mailed invoice with the costs.)

  7. 1 vote
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    I think the approach we'd use would be to store this locally on the workstation (as opposed to being system wide for all users/stations). This means that each machine would need to set their desired size once and then CMS would default to that size on subsequent use (and that each user of that machine would share the same default.)

    Please comment if you agree or if you'd prefer it to work otherwise.

  8. 8 votes
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    In addition to showing the email addresses of the recipients, we also think the email address of the account it was sent from should be displayed as well.

  9. 1 vote
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    Our recommendation today would be to use the flag for 'Kit Component Only' which keeps the item from being selectable in Order Entry. It would be available when you were creating kits (not selling them) but that is probably not so much of an issue.

    The one consideration with adding these purchasing-only items to a PO is if and when you receive those items. You don't have to, and can close a PO without receiving all items, but something to consider.

    That said. this feature request will stand to have us add a "Purchasing Only" flag on the Products screen.

  10. 29 votes
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    Mike, that's great feedback. Thank you for taking the time to contribute your thoughts.

    We have a lot of votes for this feature and we'd like to move it forward. To do so we need to build a consensus of what the voters want to see from this enhancement to satisfy their needs.

    To those voters I'd like to ask you to chime in by posting here. Does Mike's description represent your needs as well or is there anything else that you see if critical to such a feature?

    I do want to keep this issue of having multiple emails per customer separate from the issue of being able to send email confirmations to billing or shipping email addresses. Those are already covered under a separate topics here in User Voice (also with many votes) and are in our schedule for inclusion in a future CMS release.

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    We have a lot of votes for adding additional email addresses to CMS so we'd like to get some feedback from the voters on how they'd like to see it work.

    Please see my previous comments on this request from Sept 19 that describes a couple of ways we could pursue this. Post your comments on which way you'd like to see us go with this or if you have alternate ideas.

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    We really like the idea of having multiple email addresses but there are a couple of ways to go and questions to answer. Ideally you'd have multiple contacts for a customer and each of those contacts could have multiple email addresses. This is at least important for business contacts where individuals it might be enough just to have multiple email addresses.

    If you went the multiple contact route, you'd probably want a 'type' for each contact when performing mail filters (emails, letters, exporting) you could choose which contact types you want to target. Types would probably be user-defined as your list may differ from the next users.

    Once you've selected the contact type(s) to use, then decide which email to use (personal, work, confirmation, vacation, etc.). We'd have to come up with a rule or option on what to do when the contact or email has no type. :)

    You can see this could be a bit more complicated than expected to try and do it "right". There could be a reasonable interim solution that would just allow for multiple email addresses without multiple contacts. I'd think you'd still want to assign a type to each with "Primary" being the default type and then have other types for alternate email addresses.

    This might be reasonable to do if it were only used when sending individual emails from the Customer records, for example. It gets a bit more complicated if we need to manage sending mass emails and only wanted to target certain email types.

    Please consider how you'd want to use multiple emails (individually, mass emails, confirmation emails) and how you think you might want to select between them. If we can build a consensus of what that should look like, we'd like to tackle it. Please post your comments here.

  11. 6 votes
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    We've explored this idea in the past and I'd expect to see it offered in the future. We'll be overhauling the Products screen in a future release and the ability to 'Save As New' or referencing an existing product when creating a new one is high on the list of capabilities we want to support.

    We're also considering a similar solution for making copies of orders. This winter we expect to be working on repeating orders (clubs and standing orders) and we think copying an individual order would naturally fit in with those enhancements.

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