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Elliott V7.2 Attributes

Elliott V7.2 Attributes. Edward M. Kwang President. Notes vs. Attributes. Notes Free Form Text Conversation With Customers Reminder for Follow Up Attribute Data with Structure Expand Elliott Database Without Modification. Elliott V7.1 Attributes.

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Elliott V7.2 Attributes

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  1. Elliott V7.2 Attributes Edward M. Kwang President

  2. Notes vs. Attributes Notes • Free Form Text • Conversation With Customers • Reminder for Follow Up • Attribute • Data with Structure • Expand Elliott Database Without Modification

  3. Elliott V7.1 Attributes • Attributes are an extension to Elliott database without modification. • Attributes can be used in CRM for various different tracking purpose. • Attributes used in eContact on the Web is like Profiling. • Selection based on attributes can be easily handled in Mass Email and Export Processor

  4. Demo V7.1 Attributes • Demo Notes • Demo Attributes • At Customer Level • Tracking Product Purchased & Version • Tracking Support Contract • At Contact Level • Tracking Webinar Registration

  5. Creation of Attribute Codes • Create attribute code is the first step to use attributes. • There should be only one person in an organization that can create Attribute codes: • Don’t create different attribute codes to track the same or duplicate info. • Think twice when you create an attribute code – you are doing database design.

  6. Access Attributes in Elliott • Master Table (Maintenance & Inquiry) • Customer • Vendor • Employee • Item • Order Entry • Sales Desk • Many other areas … • Basically, Attributes are available wherever Notes are available.

  7. Report or Analyze Attribute Data • Report Writer (i.e. Crystal Reports) • It’s a generic & powerful tool • Require technical knowledge from Users • Mass Email / Export Processor • Easy to use • Use Mass Email for Attributes in eContacts • Use Export Processor for Attributes in Master table

  8. Demo • Mass E-mail • Send Email to contacts who registered for Elliott webinar. • Export Processor • Follow up customers that maintenance expired. • Clarify Attribute Selection in Mass Email and Export Processor • Attribute Field in Customer • For Selecting Customer With An Attribute • Select if the particular attribute exist or not exist for the customer (use EQ or NE operator) • Customer Attribute Folder • For Selecting by Field of an Customer Attribute • Select if the particular attribute exist and the field value match selection criteria • Same Principle Apply to Other Tables

  9. Demo Telemarketing & Attributes • Use Mass Email to follow up customers that maintenance has expired • Make sure to also select contacts that does not have email address. Primary Contact only. • Sort by Company Name (or Zip Code/State) • Drill down to the contact • Update Attribute • Refresh • Save Template for Reuse in the future

  10. What’s Missing in V7.1 Attribute? • In V7.1, User can define Attribute Field Name & Data Type • How About • Field Size • Field Validation • Default Value • Field Sequence • V7.2 Take Care These Issues • V7.2 Also Provides A Special Attribute Data Collection Screen

  11. Demo V7.2 System Code Setup • Setup an Outside Processing Attribute • Collect Data for Outside Processing & QC Inspection • Attribute Attached to Sales Order Header • Setup QC Pass Code • Setup QC Pass Code Value

  12. Demo V7.2 Attribute Code Setup • Setup a Outside Process QC Inspection Attribute • Setup the Enhancement Attribute • Vendor Number Validation • QC Pass Code Validation • Failure Reason Code • Field Size and Range • Default Value

  13. V7.2 Attribute GUI Window • Demo Order Inquiry & Attribute Window • Show Attribute Not Available in A/R Customer File Maintenance – Reduce confusion.

  14. Attribute Data Collection Screen • Demo Picking Ticket with Barcode • Demo Use Custom Attribute Screen to Collect Data • Scan Order Number on Picking Ticket • How is custom Attribute screen different from regular Attribute window? • Batch Process • More Efficient for Entering Lot of Order’s Attributes

  15. Attribute & Restriction Control • You can use Attribute to determine who can buy what • Local Government (i.e. State) Regulation • Certain items not allow in this state • Purchasers need to have state issued license • Territory Limitation • Other Reasons (Netcellent use it for Support Control) • Apply to Order Entry, Sales Desk, Pick Ticket & Invoice Printing

  16. Steps for Setup OE Restriction • Create an attribute code for control purpose. • Decide how to control • Not allow • Restriction when present • Restriction when not present • Add the restriction control • Attach attribute to customers • Inherit customer type attribute • Attach attribute to item • Inherit product category & user defined code attribute

  17. Scenario – Territory Limitation • Can’t sell an item in State of NJ • Add an attribute code • Attach to item, product category or user defined code • Add restriction for NJ for not allow this attribute

  18. Scenario – License Regulation • State of CA does not allow selling of an item unless reseller is properly licensed by the state and license is not expired. • Add an attribute code with license# & exp. date • Add restriction for CA, restricted when not present for this attribute code • Attach attribute to customer file and record proper license# and exp. Date • Attach attribute to item

  19. Conclusion • Attributes expand Elliott database without modification • Elliott V7.2 Add Field Validation for Attributes • V7.2 provides a new custom Attributes collection screen. • Mass Email and Export Processor make good use of Attributes Info. • Attributes can be used for Order Entry or Sales Desk Controlling Purpose.

  20. Q&A

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