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Richard,
would like excellent project tracking capability in the CRM.
A "project" is a fence building project.
Project is the master table. We need to link to the project the
prospect(s), the customer, architect(s), supplier(s). NOT necessary to
in the JD Edwards Address book files; separate database is okay.
Integrate selected Outlook emails to the project.
Attach CAD drawings to the project.
Attach Word documents and Excel spreadsheets to the project.
Attach IBM I spooled reports (already in PDF format) to the project
Integrate to JD Edwards ERP running on IBM i. Manufacturing workflow to
the project, so that as JD Edwards World ERP work orders (the fence
items and components) can send messages to the sales person for
inclusion in with the customer project history if desired. For example:
send a message when the order is shipped to the customer.
JD Edwards sales quotations (in F4201, F4211 and other files) associate
with the project permanently. We issue a sales quote to a
prospect/customer for a fence project, and associate that sales quote
number to the project for a permanent record. Sales quote detail
records remain on our system permanently.
Robust module in CRM to "grade" prospects and customers based on various
metrics.
EricL 918-879-6036
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