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Evo-ERP and DBA Classic >> Suggestions for Updates >> Be able to work on new Contact after using AR-A
http://www.istechforum.com/YaBB.pl?num=1059484247

Message started by David Waldmann on 07/29/03 at 07:10:47

Title: Be able to work on new Contact after using AR-A
Post by David Waldmann on 07/29/03 at 07:10:47

If accessing a customer's data in CM-A, and then you use the "AR" link to go to AR-C, after you come back to CM-A you can't clear the screen to work on another Contact unless you exit the menu and come back in again. Does anyone else find this as bothersome as me?

Title: Re: Be able to work on new Contact after using AR-
Post by Lynn_Pantic on 08/08/03 at 09:10:43

Along the same subject, if we go into the program to fix this, I have had requests for a default to limit the CM-A/AR-A access. One suggestion would be to retain the Make Customer button so a salesperson could turn a contact into a customer but remove the AR button so existing customers could not be edited. Any other suggestions or ideas? Perhaps have the Make Customer button pop up a window to enter payment terms and sales rep for commissions?

Title: Re: Be able to work on new Contact after using AR
Post by David Waldmann on 08/08/03 at 10:00:05

Requiring the addition of Default Terms, Charge Interest, Send Statements, and Tax Group would be good.

Bigger request, sorta related. Make CM-A and AR-A much more tightly integrated. At the very least, when you make a change to one that has a corresponding field in the other, ask "Do you want to duplicate the change in [the other one]?" Better yet, just have it make the change, or let the user define whether they want it automatic or not.

BTW, I like having the AR button available in CM-A. Why not integrate the ability of Evo to show the AR-A info without the ability to change it (again, user-defined selection).

Title: Re: Be able to work on new Contact after using AR-
Post by Lynn_Pantic on 08/08/03 at 10:57:44

I think we will try this way - Have a default to have AR Access from CM-A. If it is No, then the AR button goes away if you load CM-A from the menu BUT if you come into CM-A from AR-A, you obviously have AR-A access so in that case, the button stays. Also like the idea about coordinating edits of address, phone #, etc. Will do that.

Title: Re: Be able to work on new Contact after using AR-
Post by David Waldmann on 08/08/03 at 13:21:19

One thing to note: you can use <PgUp> to switch from one to the other as well, so you'd have to eliminate that too...

Title: Re: Be able to work on new Contact after using AR-
Post by Lynn_Pantic on 08/15/03 at 22:19:25

OK, working on this for the next post. Also a default for SO-E to force the Invoice and Pack Slip to have the same number for users that always have one pack slip per invoice and don't want to have 2 sets of numbers. Reprinting a pack slip from a posted invoice will also be possible. Planning a post by Monday 8/18.

Appreciate all the feedback so we are making the changes that YOU want. Keep sending the requests, I will keep the programmers busy!