JohnEcc
Active Member
Our users toggle between OneWorld Xe and a third party CRM. When in the CRM, they right mouse click which results in the date, time, and UserID being auto inserted into the text box. In OneWorld we make heavy use of attachments in SOP to record customer comments re credit requests, delivery issues, product quality issues - all the history our people need to know about in order to authorise a credit. Users are asking if they can have similar functionality in OneWorld as often staff neglect to enter in date, time and ID as the first step in entering text in the attachment. Its important we know this and the time sequence of customer and other interactions pertaining to the transaction. Right mouse click, function key perhaps?
Appreciate any advice on whether possible.
rgds
Appreciate any advice on whether possible.
rgds