Customer contact management

[johncrook]

Does anyone know of a tool within JDE to manage customer contact details?
This would typically log all contact with the customer, the type of contact
(tel/meeting etc) who was present, what was discussed and the outcome.
We'd prefer to keep this info within JDE as it's the central app.
Any help would be appreciated.
Thanks

This email is intended for the addressee only. Internet communications
are not secure and therefore Clear Channel International Ltd, its parent and subsidiaries (which include More Group UK Ltd and More Group Ireland) do not accept legal responsibility for the contents of this message. Any views or opinions represented are solely those of the author and do not necessarily represent those of Clear Channel International Ltd, its parent and subsidiaries (which include More Group UK Ltd and More Group Ireland). If this email is not intended for you, please notify the author by replying to this email.

 

[Stewart]

John,
For basic information, use the Who's Who exit from the address book. You can set up some information there.
I have also looked at implementing part of the CSMS module (G17) for contact management - to record meeting informtaion etc as you mentioned, also considered this to be somewhere to keep tenders etc, which could then be attached to sales orders, or explanations placed in them if the tender was not successful.

Hope this provides a starting point for you,

Regards,

Stewart

Stewart
Customer: Xe/NT/Oracle, B732/NT/SQL
Office: B7331/NT/SQL

 

[neil_shepherd]

Hi John,

CSMS is probably the best place but if you don't want to install and configure a new module consider placing this sort of information inside an attachment. These can be created at either the customer level or contact (who's who). You can create plain text type attachments or linked documents such as Word, though only 1 of each.

Regards

Neil.

OW B733.2, SP 11.1
Sun Solaris/UNIX

 

[tech_cy2]

Are you talking about an apllication : JDE has an application called CRM
(customer relation Management ) , or do you just want some kind of
reporting ,screens ???

-
Carolyn Yen
Technical Project Leader
Silgan Containers Manufacturing Inc
(818) 710 - 3743
Email: [email protected]

Does anyone know of a tool within JDE to manage customer contact
details?
This would typically log all contact with the customer, the type of
contact
(tel/meeting etc) who was present, what was discussed and the outcome.
We'd prefer to keep this info within JDE as it's the central app.
Any help would be appreciated.
Thanks

This email is intended for the addressee only. Internet
communications
are not secure and therefore Clear Channel International Ltd, its
parent and subsidiaries (which include More Group UK Ltd and More Group
Ireland) do not accept legal responsibility for the contents of this
message. Any views or opinions represented are solely those of the
author and do not necessarily represent those of Clear Channel
International Ltd, its parent and subsidiaries (which include More Group
UK Ltd and More Group Ireland). If this email is not intended for you,
please notify the author by replying to this email.




--------------------------