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Add notes and emails to "Products"
Posted: 17 Mar 09 11:45 AM
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Hi all.
We currently have SalesLogix v7.2.1.
We are running into a situation where we see ourselves wanting to attach notes, emails (from various accounts and contacts whose use the same product) and even schedule activities relating to a product.
I was thinking of creating an ACCOUNT that is a product, for example Account Name: 996569 and then be able to add notes, attach emails etc just as we would a normal account or contact.
Is this wise? Or is there an alternative?
Thank you in advance! |
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Re: Add notes and emails to "Products"
Posted: 17 Mar 09 8:35 PM
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There is an alternative - you can build a whole load of customisations that will allow you to add this functionality to Products. Quite a lot of time required for this.
But, assuming you have a limited amount of money, the solution that you have come up with should work fine. Or maybe have an account called Products and then have contacts which are the products themselves - just to keep it organised and tidy.
Phil
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Re: Add notes and emails to "Products"
Posted: 18 Mar 09 4:42 AM
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I would be more inclined to just add ACCOUNTPRODUCTID to the History table. This way, you are linking all of the correspondence and history to the specific instance of their product. Much better data that way.
Somehow... as I think about this, why don't you just use Tickets & Defects for this?
ws |
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Re: Add notes and emails to "Products"
Posted: 18 Mar 09 8:35 AM
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Add field ProductId to both Activity and History. Maybe AccountProductID, OppProductID if you need those as well....
Add a grid off of Product, Opp Product, AccountProduct as needed.
Add a LookupEdit box to History Detail (for now).
Have at it.
If you copy the Ticket Notes controls and scripts over to a form and find/replace TicketID with ProductID kinds of stuff then you can quickly get all the Drag and Drop, EMail, etc. stuff. Last time I did this it took about 8 billable hours. |
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Re: Add notes and emails to "Products"
Posted: 18 Mar 09 9:54 AM
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Thanks guys!
We're going to create an ACCOUNT called "My Company Products" and then create opportunities for each product (these will be linked to the My Company Products account.
It will be a great fit because these products are ACTUAL opportunities. |
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