Vantage 8.03.40x Contact Security

Yahoo Archive
1
What bugs me is that I found in SO entry, if you right click and "open with"
in the Att: field (which is customer contacts) you see an option for
"Customer Contact Entry" It is a great little screen that does exactly what
I want.it lets you manage customer contacts without all the information on
customer maintenance. I wanted to put this option when right clicking in
Help Desk but the "Customer Contact Entry" form appears to use the same .dll
file as Customer Entry. I can never access this "Customer Contact Entry"
form anywhere else besides where vantage out it (ie. SO and quotes)



Daniel Laidig
Laidig Systems, Inc.
(574) 256-0204 ext. 229
<mailto:daniellaidig@...> daniellaidig@...

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Charles Carden
Sent: Monday, July 21, 2008 3:42 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.03.40x Contact Security



I would create a customization that only allows contact entry and update .
It should not be too difficult. You can hide all of the tabs the user does
not need to see and then disabled the fields on the main customer panel once
the customer has been retrieved. You also need to disallow customer add.

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf Of Daniel Laidig
Sent: Monday, July 21, 2008 8:00 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: [Vantage] Vantage 8.03.40x Contact Security

I know security of menus have always been a cumbersome point, and I don't
know if there is an easy way to do what I want. Many of our "general" users
are going to be creating and maintaining contacts for customers. It seems
that the only way to maintain these contacts is in Customer Maintenance.
Obviously, we don't want them maintaining anything else in customer
maintenance but the contact. Is my only solution to go into process
security and disable every method that I don't want them using? It seems
like in most companies, the people maintaining the customer record differs
from the people entering customer contacts. Does anyone have any advice?

Daniel Laidig

Laidig Systems, Inc.

(574) 256-0204 ext. 229

<mailto:daniellaidig@ <mailto:daniellaidig%40laidig.com>
laidig.com<mailto:daniellaidig%40laidig.com>> daniellaidig@
<mailto:daniellaidig%40laidig.com>
laidig.com<mailto:daniellaidig%40laidig.com>

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

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2
I know security of menus have always been a cumbersome point, and I don't
know if there is an easy way to do what I want. Many of our "general" users
are going to be creating and maintaining contacts for customers. It seems
that the only way to maintain these contacts is in Customer Maintenance.
Obviously, we don't want them maintaining anything else in customer
maintenance but the contact. Is my only solution to go into process
security and disable every method that I don't want them using? It seems
like in most companies, the people maintaining the customer record differs
from the people entering customer contacts. Does anyone have any advice?



Daniel Laidig

Laidig Systems, Inc.

(574) 256-0204 ext. 229

<mailto:daniellaidig@...> daniellaidig@...





[Non-text portions of this message have been removed]
3
I would create a customization that only allows contact entry and update . It should not be too difficult. You can hide all of the tabs the user does not need to see and then disabled the fields on the main customer panel once the customer has been retrieved. You also need to disallow customer add.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Daniel Laidig
Sent: Monday, July 21, 2008 8:00 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage 8.03.40x Contact Security


I know security of menus have always been a cumbersome point, and I don't
know if there is an easy way to do what I want. Many of our "general" users
are going to be creating and maintaining contacts for customers. It seems
that the only way to maintain these contacts is in Customer Maintenance.
Obviously, we don't want them maintaining anything else in customer
maintenance but the contact. Is my only solution to go into process
security and disable every method that I don't want them using? It seems
like in most companies, the people maintaining the customer record differs
from the people entering customer contacts. Does anyone have any advice?

Daniel Laidig

Laidig Systems, Inc.

(574) 256-0204 ext. 229

<mailto:daniellaidig@...<mailto:daniellaidig%40laidig.com>> daniellaidig@...<mailto:daniellaidig%40laidig.com>

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


________________________________
DISCLAIMER:
This e-mail, including attachments, may include confidential and/or proprietary information, and may be used only by the person or entity to which it is addressed. If the reader of this e-mail is not the intended recipient or his or her authorized agent, the reader is hereby notified that any dissemination, distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete this e-mail immediately.


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