| Home » Categories » Solutions by Business Process » System Features |
Ledger Enquiry - Additional CRM Categories |
|
Article Number: 59 | Rating: Unrated | Last Updated: Tue, Jun 20, 2023 at 6:31 PM
|
|
Datafile Software Ledger Enquiry - Additional CRM Categories The CRM panel within the
Ledger Enquiry allows links to record Word documents, Notes, Scans, and Emails
against the application enquiry record.Users have requested additional options to store the likes of
spreadsheet documents for supplier price lists, PDF files for product
specification and audio files for quote acceptances against the enquiry. Whilst you could store these files
generically via the Links option Release 6.5 allows the facility to define up
to five additional CRM links for use in the Ledger Enquiry. The links are defined via the DATAFILE.INI and are system-wide—applying cross-company to all the enquiries. On the enquiry screen above new facilities have been added to link Excel, PDF and Audio files to the enquiry record but you could include options such as publisher files or images instead of the examples here. Selecting one of the links
against an enquiry record lists any existing files for the selected type and
allows options similar to that within the other link actions such as scans. You can create new files (for selected types), you can also open, delete, print or rename files. The Copy function allows you to open an explorer window and browse to pick up a file from another location and copy to the enquiry. Installation
DATAFILE.INI These options are available via amendments to the DATAFILE.INI. The INI file is usually located in the main DFWIN (or DF) folder for your system and can be edited with any text editor. If you add the line with the format: F10=(Title,file suffix,file suffix),(Title,file suffix) for example F10=(Excel Files,XLS,XLSX),(PDF Files,PDF),(Audio Files,MP3,WAV) defines three additional CRM categories for Excel Spreadsheets, PDF Files and Audio Files and defines the file suffixes applicable to be listed in that category. Up to five titles can be defined. |
Attachments
There are no attachments for this article.
|
Application Maintenance
Viewed 4367 times since Mon, Jun 11, 2012
Pick Lists – Saved Selection Criteria
Viewed 695 times since Thu, Jun 18, 2020
Ledger Enquiry – New Clipboard-Plus Option
Viewed 1393 times since Wed, Jun 13, 2012
Landing Grids
Viewed 2240 times since Mon, Jun 26, 2017
Help Bubble Display Size
Viewed 2055 times since Fri, Jun 8, 2012
Warehouse Tablet - Show Stock Image on Enquiry
Viewed 646 times since Wed, Oct 23, 2024
Menu Design – Revert to Original Company
Viewed 54 times since Tue, Oct 15, 2024
General System Options - Increased No of Saved Selection Criteria
Viewed 741 times since Thu, Oct 17, 2024
Swap Application Enquiry at Transaction Level
Viewed 2467 times since Tue, Jun 12, 2012
General System Options - Application Pick Lists – Default Action on <Enter>
Viewed 97 times since Thu, Oct 17, 2024
|



