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Evo-ERP and DBA Classic >> Suggestions for Updates >> Lead Source in Customers Tagged Ship to 'Y'
http://www.istechforum.com/YaBB.pl?num=1105633952

Message started by kevind on 01/13/05 at 08:32:32

Title: Lead Source in Customers Tagged Ship to 'Y'
Post by kevind on 01/13/05 at 08:32:32

When a customer is flagged with 'Ship To Customer' = Y, then I would like access to the Lead Source field.

Lead Source is a great field to classify customers with because you choose classifications from a database that provides a meaningfull description.

We use the Class field for a simple A, B, C type classification. We use the Lead Source field for lead source information until they become an active customer, then we further classify the type of customer.

I understand why the sales type fields are skipped when Ship To is 'Y'. I also acknowledge that 'Lead Source' is a Sales type column, but, it would not hurt to allow 'Lead Source' to be used on 'Ship To' type customers.