--- In vantage@yahoogroups.com, "howelllabs" <nhutchins@...> wrote:
search by customer contacts. The easiest way to access this
dashboard, is bring up a Customer Search window ( from just about any
screen ),then click the Advanced Tab. Choose `mktnglist' and click
Search. After a long loading time, the dashboard will load, and under
the "No Attributes Filter", open the "Advanced Search" tab. There in
the firstname and lastname fields, you can enter a name to search for,
then click the Search button. Your results will be shown in the
`Export List' tab. Click your desired customer, hit OK, and it will
transfer your selection back to form you called the search from.
Hope this helps.
>If you are using Vantage 8, you can use the marketing dashboard to
> Hello,
>
> Does anyone know if there is a way to pull up a customer by search by
> contact first and last name?
>
> There seems to be a contact search box if the salesperson workbench
> however, it doesn't allow you to get to the customer tracker from there.
>
> I called Epicor and they were no help at all, they said I will have to
> write a custom name search and send me documentation for that. I have
> to think there is an easier way and that someone else has needed/done
> it in the past.
>
search by customer contacts. The easiest way to access this
dashboard, is bring up a Customer Search window ( from just about any
screen ),then click the Advanced Tab. Choose `mktnglist' and click
Search. After a long loading time, the dashboard will load, and under
the "No Attributes Filter", open the "Advanced Search" tab. There in
the firstname and lastname fields, you can enter a name to search for,
then click the Search button. Your results will be shown in the
`Export List' tab. Click your desired customer, hit OK, and it will
transfer your selection back to form you called the search from.
Hope this helps.