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Evo-ERP and DBA Classic >> Sales >> AR-A Multiple Contacts
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Message started by Lenette on 04/20/05 at 14:28:39

Title: AR-A Multiple Contacts
Post by Lenette on 04/20/05 at 14:28:39

I am not sure if this has been up for discussion before, sorry if it has. I am looking for an alternate way to setup Customers with multiple contact names, phones and faxes. The scenario below is for a customer that always drop ships their order:

Jane Doe, Purchasing Dept., Phone 555-555-1111, Fax 555-555-2211.
She wants the acknowledgement faxed to her. Since, Jane is our sales clerks main contact; we list her as the main or 1st contact on the AR-A screen and her phone and fax to show on the acknowledgement.

Susie Smith, Receiving Dept., Phone 555-555-1122, Fax 555-555-2222
She wants the acknowledgement and shipping info faxed to her so she can receive the item in her system. We can list Susie as contact # 2 but there is not a field for her fax.

Joe Johnson, A/P Dept., Phone 555-555-1133, Fax 555-555-2233
He is the one to call when they are past due. We can list Joe as contact # 3 but there is not a field for his fax. Our A/R clerk wants Joe and his phone # listed on the A/R Aging report.

I am sure we are not the only company with this scenario. What do you do ???

Lenette

Title: Re: AR-A Multiple Contacts
Post by aricon on 04/20/05 at 15:07:30

This is why there are CRM (Client Relationship Management) systems integrated into ERP systems or at least interfaced to handle these scenarios.

Obviously CRM does a LOT more than that but that is the only way I have seen to be able to have multiple contacts with multiple different "events" triggered for them.

Title: Re: AR-A Multiple Contacts
Post by Lenette on 04/21/05 at 07:06:35

please explain further. is this part of EVO-ERP???

Title: Re: AR-A Multiple Contacts
Post by aricon on 04/21/05 at 08:15:44

No, I'm saying DBA simply does not have that kind of capability. If that sort of functionality is mission-critical to your organization you would need to look at moving up the spectrum in terms of software solution.

Title: Re: AR-A Multiple Contacts
Post by Karen Mason on 04/21/05 at 08:21:25

Lenette is right about different contact info needed for different applications-same with vendors. It would be helpful to have a place to enter fax#. Right now, I put the telephone number in the same slot as the name and use the last field for the fax#, prefaced with the word FAX. If we had options on reports as to which contact to pick, it would be great. However, until then, I use AR-A to look up the tel#, name, etc.

Title: Re: AR-A Multiple Contacts
Post by Lenette on 04/21/05 at 14:14:22

Does ISTS have any desire to improve this situation?
Lenette