Topics started by Priyanka.Massey

11 Topics

Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel / Phone Number Nomenclature/Formatting

What is the proper way to save phone or mobile numbers for contacts in IFS? Please advise on :Preferred Mobile Number Format Preferred Landline Number Format Format for saving a Landline number with an extension. (important) Preferred Format for Saving International Phone NumbersWe aim to revise the phone number formats to ensure users do not encounter error messages when attempting to initiate calls through the CRM Panel due to an incorrect format.

0
Priyanka.Massey
Sidekick (Customer)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel/ Phone Number not appearing in the panel

Phone No. for the below contact is not showing in the panel even though it exists in the Comm Method on Person screen - Also note that even though the person record is Protected, it still has an address identity with work as the address type that is linked to the comm methods.   

6
Annjse
Hero (Employee)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel/ Incorrect contact gets updated under Communicatrion Method tab when the name and descitpion is updated via the CRM Panel

We edited the communication method for below contact via the panel -   However, in IFS incorrect contact (linked to a different email) got updated. See below -   

1
Annjse
Hero (Employee)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel / How do I stop Outlook from switching to new Teams when making calls using the call icon in the CRM panel.

Currently when I click on the call icon in the panel, I automatically get navigated to the new Teams -  When I select “Not right now”, the call doesn’t go through -  Is there a way I can stop this prompt for switching to new Teams and use the old Teams to make the call?

4
Priyanka.Massey
Sidekick (Customer)
3 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel/ Error when trying to create Business Opportunity using the Panel

Entered some values in the CRM Panel while creating a BO LIKE  prob% and opportunity type and when clicking save got an error message :  

2
PRODQ
Hero (Customer)
4 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM PANEL / Saved Search Option

Any idea what this means and how we can use “/” for searching?  

1
M
Hero (Employee)
4 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel is not available on emails attachments downloaded from IFS.

The CRM Panel Add-On is currently unavailable for emails downloaded from or attached to IFS.Can we include the CRM Panel Add-On such emails?

1
M
Hero (Employee)
5 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Distribution (CRM, Commerce)

CRM Panel / Is it possible to create a new person contact if the individual already exits under the Communication Method Tab but not in the Person screen

Is it possible to create a new contact person via the CRM Panel if the contact already exists under the Communication Method tab? Currently, in this scenario, the panel only provides an option to edit the name linked to the communication method  

1
M
Hero (Employee)
5 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Forum FAQs & Help

CRM Panel - Is it possible to automatically reverse the name format when creating a new customer contact via the panel

Currently, when an email is received, the format of the contact's name is as shown in the screenshot below -   The original format in the received email, as seen in the above screenshot, is lastname,firstname.   Panel creates the contact in the same name format - Is it possible for the name to be automatically formatted as FirstName.LastName in the panel without requiring the user to manually edit the first/last names in the panel? So that when they create a customer contact via the panel, the name format is correct.

3
Marcel.Ausan
Superhero (Partner)
5 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Products (Manufacturing, Products, Engineering)

Is it possible to report time on the Shop Order Screen without workbench?

We are exploring the feasibility of enabling direct time registration on the shop order screen, even when the shop floor workbench is not in use.This capability is currently present for work orders, allowing time registration on work assignments, which subsequently appears on the time registration screen.

2
Björn Hultgren
Hero (Employee)
6 months ago
Priyanka.Massey
Sidekick (Customer)
Priyanka.MasseySidekick (Customer)
asked in Supply Chain

Can we use intersite functionality for customer owned items on Work Orders??

Is it possible to move customer owned inventory via inter site on a work order or customer order? We get below error when trying to use “Inter Site Trans” as supply code for a customer owned unit on a customer order -       

0
Priyanka.Massey
Sidekick (Customer)
1 year ago

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