Search results by user ID 5773

Re: A Way to Filter Vendors Out of the Contact List?

KateP — Tue, 20 Nov 2012 16:25:09 GMT

John,

Thank you for your suggestion. How easy (or complicated for that matter) is that to do? I'm pretty new to this program and haven't had the time to figure everything out yet.

Re: A Way to Filter Vendors Out of the Contact List?

KateP — Tue, 20 Nov 2012 14:36:56 GMT

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want them to have access to everyone we purchase from--part of why I haven't given them access to the Vendors Tab.

I noticed the drop downs in the Invoice and Estimate screens don't display Vendor names on the list. I debated duplicating the settings for those dropdowns for the staff's Activity screen. Is that what you were saying you wouldn't suggest doing? What latest and greatest changes would I be missing out on? Depending on whether or not we would use these changes, this might be the most ideal way for me to go.

If I go the route of specifying tables for them to access, do I have to specify for each staff member, or is this something that can be completed through roles?

A Way to Filter Vendors Out of the Contact List?

KateP — Mon, 19 Nov 2012 17:27:59 GMT

I'm trying to find a way to keep Vendor contact info out of the contact list for my sales staff. They currently don't have access to the Vendors Tab, but Vendor information still shows from the Contact dropdown menu when adding a New Activity/Log Call/New Task/New Appointment, etc. Is there a way to prevent this or filter it out? I would like to reduce the amount of time being wasted by them scrolling through a huge list of people they shouldn't be contacting. (I don't have this issue when creating an estimate or an invoice).