CRM Tasklists and Quotes

Yahoo Archive
1
I figured it out. You need to assign the task set to the territory and
then the customer/prospect to the territory and then at quote entry it
defaults to the appropriate task set.

Thanks anyway


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

The Standard in Optical Filters for Biotech & Analytical Instrumentation


Hundreds of Thousands of Ion Beam Sputtered filters delivered -
extensive inventory now!

The information contained in this message and any attachments may be
privileged, confidential, and protected from disclosure. If the reader
of this message is not the intended recipient, or any agent responsible
for delivering this message to the intended recipient, you are hereby
notified that any dissemination, distribution, or copying of this
communication may be unlawful and therefore strictly prohibited. If you
received this message in error, please reply to the message and delete
it. Thank you




________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Stephen Edginton
Sent: Wednesday, October 01, 2008 11:29 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: CRM Tasklists and Quotes



When you create a new quote you need to change the task set first before
saving else you get this error.

You cant change it once it has been saved. (last time I checked)

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of kam4085
Sent: 01 October 2008 16:18
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Re: CRM Tasklists and Quotes

We have set up the deault in the company configuration and now we are
experiencing a new problem. We have two different typps of quotations
each with its own task set. When we enter a quote of the type that
doesn't use the default task set and select the other set, we get the
Invalid Task Set error. Can we only have one task set for quotations?

Thanks
Kersten

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> , Mark
Wagner <mjfw2003@...> wrote:
>
> You need to build a task set with at least 1 milestone and related
task. This task set then needs to be defined under your company
configuration as teh default. When it pulls up the quote it will then
pull in your task set under the task list tab
>
> --- On Thu, 6/12/08, kam4085 kmaclennan@... wrote:
>
> From: kam4085 kmaclennan@...
> Subject: [Vantage] CRM Tasklists and Quotes
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> Date: Thursday, June 12, 2008, 4:03 PM
>
>
>
>
>
>
> We are implementing the CRM package by starting with adding cases
and
> converting them to quotes. We have a task list set up for both
> inquiries and quotations. When we convert the case to a quote the
> status comes over as "Lead" and the tasklist dropdown is empty.
When we
> check the record as quoted we get an error message that a valid
> tasklist needs to be assigned. Does anyone out there know what the
> problem might be?
>
> Thanks
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
2
You need to build a task set with at least 1 milestone and related task. This task set then needs to be defined under your company configuration as teh default. When it pulls up the quote it will then pull in your task set under the task list tab

--- On Thu, 6/12/08, kam4085 <kmaclennan@...> wrote:

From: kam4085 <kmaclennan@...>
Subject: [Vantage] CRM Tasklists and Quotes
To: vantage@yahoogroups.com
Date: Thursday, June 12, 2008, 4:03 PM






We are implementing the CRM package by starting with adding cases and
converting them to quotes. We have a task list set up for both
inquiries and quotations. When we convert the case to a quote the
status comes over as "Lead" and the tasklist dropdown is empty. When we
check the record as quoted we get an error message that a valid
tasklist needs to be assigned. Does anyone out there know what the
problem might be?

Thanks


















[Non-text portions of this message have been removed]
3
We have set up the deault in the company configuration and now we are
experiencing a new problem. We have two different typps of quotations
each with its own task set. When we enter a quote of the type that
doesn't use the default task set and select the other set, we get the
Invalid Task Set error. Can we only have one task set for quotations?

Thanks
Kersten


--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> You need to build a task set with at least 1 milestone and related
task. This task set then needs to be defined under your company
configuration as teh default. When it pulls up the quote it will then
pull in your task set under the task list tab
>
> --- On Thu, 6/12/08, kam4085 kmaclennan@... wrote:
>
> From: kam4085 kmaclennan@...
> Subject: [Vantage] CRM Tasklists and Quotes
> To: vantage@yahoogroups.com
> Date: Thursday, June 12, 2008, 4:03 PM
>
>
>
>
>
>
> We are implementing the CRM package by starting with adding cases
and
> converting them to quotes. We have a task list set up for both
> inquiries and quotations. When we convert the case to a quote the
> status comes over as "Lead" and the tasklist dropdown is empty.
When we
> check the record as quoted we get an error message that a valid
> tasklist needs to be assigned. Does anyone out there know what the
> problem might be?
>
> Thanks
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
We have set up the deault in the company configuration and now we are
experiencing a new problem. We have two different typps of quotations
each with its own task set. When we enter a quote of the type that
doesn't use the default task set and select the other set, we get the
Invalid Task Set error. Can we only have one task set for quotations?

Thanks
Kersten


--- In vantage@yahoogroups.com, Mark Wagner <mjfw2003@...> wrote:
>
> You need to build a task set with at least 1 milestone and related
task. This task set then needs to be defined under your company
configuration as teh default. When it pulls up the quote it will then
pull in your task set under the task list tab
>
> --- On Thu, 6/12/08, kam4085 kmaclennan@... wrote:
>
> From: kam4085 kmaclennan@...
> Subject: [Vantage] CRM Tasklists and Quotes
> To: vantage@yahoogroups.com
> Date: Thursday, June 12, 2008, 4:03 PM
>
>
>
>
>
>
> We are implementing the CRM package by starting with adding cases
and
> converting them to quotes. We have a task list set up for both
> inquiries and quotations. When we convert the case to a quote the
> status comes over as "Lead" and the tasklist dropdown is empty.
When we
> check the record as quoted we get an error message that a valid
> tasklist needs to be assigned. Does anyone out there know what the
> problem might be?
>
> Thanks
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
When you create a new quote you need to change the task set first before
saving else you get this error.

You cant change it once it has been saved. (last time I checked)



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of kam4085
Sent: 01 October 2008 16:18
To: vantage@yahoogroups.com
Subject: [Vantage] Re: CRM Tasklists and Quotes



We have set up the deault in the company configuration and now we are
experiencing a new problem. We have two different typps of quotations
each with its own task set. When we enter a quote of the type that
doesn't use the default task set and select the other set, we get the
Invalid Task Set error. Can we only have one task set for quotations?

Thanks
Kersten

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Mark
Wagner <mjfw2003@...> wrote:
>
> You need to build a task set with at least 1 milestone and related
task. This task set then needs to be defined under your company
configuration as teh default. When it pulls up the quote it will then
pull in your task set under the task list tab
>
> --- On Thu, 6/12/08, kam4085 kmaclennan@... wrote:
>
> From: kam4085 kmaclennan@...
> Subject: [Vantage] CRM Tasklists and Quotes
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Date: Thursday, June 12, 2008, 4:03 PM
>
>
>
>
>
>
> We are implementing the CRM package by starting with adding cases
and
> converting them to quotes. We have a task list set up for both
> inquiries and quotations. When we convert the case to a quote the
> status comes over as "Lead" and the tasklist dropdown is empty.
When we
> check the record as quoted we get an error message that a valid
> tasklist needs to be assigned. Does anyone out there know what the
> problem might be?
>
> Thanks
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]