Jose,
I looked into that, it doesn't look possbile, since the menu/form the Open With calls is somehow a modified/customized version of Customer Entry, which I cannot seem to find or figure out how to call. Looks like something they are doing in the base code.
-Rick Bird
IT Software Administrator
Rowmark, LLC>
I looked into that, it doesn't look possbile, since the menu/form the Open With calls is somehow a modified/customized version of Customer Entry, which I cannot seem to find or figure out how to call. Looks like something they are doing in the base code.
-Rick Bird
IT Software Administrator
Rowmark, LLC>
--- In vantage@yahoogroups.com, Jose Gomez <jose@...> wrote:
>
> Maybe you can just add a custom Context Menu in Context Menu Maintenance
> shouldn't be too hard.
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com
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> <http://www.josecgomez.com/feed/>
> <http://www.usdoingstuff.com>
>
> *Quis custodiet ipsos custodes?*
>
>
>
> On Wed, Jul 11, 2012 at 4:36 PM, that_guyy <rbird@...> wrote:
>
> > **
> >
> >
> > Dug around some more, I think the missing 'Customer Contact Entry' from
> > the Contact context menu in Case Entry is more of a bug. I reviewed several
> > other programs and found "Customer Contact Entry' in the following programs
> > Contact/ATTN context menus and it works:
> > Order Entry
> > CRM Call Entry (Call Log)
> > RMA Processing
> >
> > I would say in most places in Epicor 9.05.700B2 the option is available,
> > so everyone just needs to file calls complaining about it missing from Case
> > Entry Customer Contact context menus.
> >
> >
> > -Rick Bird
> > IT Software Administrator
> > Rowmark, LLC.
> >
> > --- In vantage@yahoogroups.com, "that_guyy" <rbird@> wrote:
> > >
> > > In 9.05.700B2 in Call Log Entry you can create a new contact for the
> > Call Log Customer by right clicking on the Contact field and selecting
> > 'Customer Contact Entry' this calls MenuID OMMT1110, however this menu ID
> > call requires the CustomerID or CustomerNum as a parameter. This is
> > actually opening Customer Entry, but it looks like a stripped down version
> > (a base customization?).
> > > Unfortunantly the only place I find the 'Customer contract Entry' option
> > in the context menu is from Call Log Entry, not from Case Entry.
> > >
> > > I would guess one could either find how Epicor calls this from the
> > context menu (I couldn't find it in the list in Context Menu Maintence)
> > either add it to the context menu or create a customization that mimics it
> > and call that customization from the context menu.
> > >
> > > The other way would be to use Person/Contact Entry and add the Customer
> > ID under the link tab.
> > >
> > > Either way, I would recommend filing a call with Epicor and try to push
> > this as a bug....' 'Customer Contact Entry' is missing from every Customer
> > Contact context menu but Call Entry and request that it be included in the
> > other context menus. If they don't go with the bug claim, then put in an
> > Enhancement request stating the same.
> > >
> > > Many say enhancements don't get implemented quickly, but in 4 years I
> > have seen several very valuable enchancements (some I have requested) put
> > into the application.
> > >
> > > -Rick Bird
> > > IT Software Administrator
> > > Rowmark, LLC.
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, "Jeff Greenaway" <vantagegroup@> wrote:
> > > >
> > > > Ran into an issue on a 606a system that is driving me crazy. It's
> > probably
> > > > simple and I'm just not thinking about it in the Epicor Way.
> > > >
> > > > How does a call center rep add a contact related to a customer without
> > > > having access to Customer Maintenance? In this company, call center
> > reps
> > > > may take a call from someone new at a customer and need to add a new
> > contact
> > > > related to that customer but access to Customer Maintenance is
> > restricted to
> > > > prevent changes to salesperson, territory, billing, ship-to,
> > attributes,
> > > > etc.
> > > >
> > > > Seems like they should be able to relate the new contact to the
> > customer in
> > > > Person/Contact or add a new contact by doing a right-click Add Contact
> > from
> > > > Customer Tracker, or something similar. So far, I've only hit dead
> > ends.
> > > > I'm trying to avoid having to lock down all the individual tabs and
> > fields
> > > > in Customer Maintenance by security group. Just seems like this should
> > be a
> > > > basic function of adding a contact...
> > > >
> > > > Any suggestions?
> > > >
> > > > TIA
> > > >
> > > > Jeff
> > > >
> > > >
> > > > www.CIO-onDemand.com
> > > > jeff.greenaway@
> > > > cell (206) 579-8157
> > > >
> > >
> >
> >
> >
>
>
> [Non-text portions of this message have been removed]
>