Re: Fill-able reports?

Method_Ben — Thu, 19 Nov 2015 15:20:31 GMT

Hi John,

Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here.

There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be set up a portal link which you email to your Vendors that contains a list list of the Items you are requesting quotes for. Then, rather than having this information save into method, you could have The "Save/Send" button for this portal generate a report with the users responses and then email you the report directly.

Let me know if i can be of any more assistance.

Thanks John!

Regards,

Ben

Fill-able reports?

John M — Mon, 16 Nov 2015 17:39:35 GMT

Greetings,

Issue: Sending out material price requests to many vendors.

Problem: Most vendors are not using FAX's any more.

I have to send out many FAX's to vendors to see if they have the plants I want. Calling them up takes a lot of time.

Can I create a report that a vendor can fill in their prices, then resend it back to me? If this can not be done, is it possible to create a custom portal or web page so they can go in fill the request? Brain storming here.

Thanks!

John M

Method:Classic General Q&A

Re: Fill-able reports?

Fill-able reports?