ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Suggestions for Updates >> AR - contacts
http://www.istechforum.com/YaBB.pl?num=1223925321

Message started by deburr on 10/13/08 at 12:15:21

Title: AR - contacts
Post by deburr on 10/13/08 at 12:15:21

It would be very helpful if individual contacts could be associated with different documents. As I understand the system now, whoever's name is in the first contact field, is the name that shows up on any forms printed, regardless of the person that may need the information. For example packing slips are of interest to the buyer or receiving personal, invoices usually go to an accounts receivable person, and quotes or inspection documents may go to different contacts.

It would be ideal if you could set default contacts for a packing list, invoice, or statement and then a look-up window for selection of alternate contacts for special situations. The look-up could include a job function to help direct the docs to there proper destination.

Some of my customers have over a dozen different active contacts for various product lines or departments. DBA/EvoERP don't really handle this well.

Title: Re: AR - contacts
Post by deburr on 10/14/08 at 05:40:19

If this ever happens, it would also be a great help to be able to click on the contact and have some kind of button to send an e-mail without having to go to a separate e-mail program and find the contact again.

Title: Re: AR - contacts
Post by Lynn_Pantic on 10/14/08 at 08:09:40

You can already email from AR-A and AP-A, even in DBA Classic. Click the email icon on the toolbar on the upper right of the screen and the list of contact email addresses pops up. Choose the one you want and the program will open your default email client and pass it the address.

If you don't have the toolbar icons for email and web link in AR-A, you need to turn on the toolbar in SM-K (Classic and older Evo) or US-A (newer Evo).

That said, I agree the existing Contacts in AR and AP could definitely use improvement and better integration with the rest of the system.

Title: Re: AR - contacts
Post by deburr on 10/15/08 at 09:51:56

Thanks for the reminder. I thought I could do that at one time. I gave myself a new user code to try T7 programs and never turned on the tool bar.

Title: Re: AR - contacts
Post by deburr on 12/01/08 at 08:58:43

Using the contact manager helped solve some issues with extra contacts but there is no e-mail field. Could that be added and made to be used like the e-mails in AR? There is extra space under the contact name on the screen.