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Lead Source in Customers Tagged Ship to 'Y' (Read 143 times)
kevind
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I was more than
willing to
"pony up",
how b'out U?

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Lead Source in Customers Tagged Ship to 'Y'
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.
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Kevin Damke
Spectronics Corporation
ISTECH 2004.1 7/26/13 SP1 - 20 user
Evo-ERP Build 7/25/13 T7 -7i R6 - 3 user
(Prev version was 2004.1 10/24/12)
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