Re: [SL] Customer Manager field missing?

[Michael H. <mh...@it...>]

We are using those currently but I don't think anyone is really  
depending on them so we might be able to repurpose them.  Seems a  
little odd/surprising that SL doesn't have any generic "Custom1,  
Custom2" etc fields.  That's a feature common to most database  
applications that need to track customer info.


Thanks,

Michael


On Sep 14, 2008, at 7:36 AM, Paul Tammes wrote:

> Are you using the project and department fields? May be a nice  
> workaround
> otherwise
>
> 2008/9/13 Michael Hasse <mh...@it...>
>
>> Never mind, helps to read the manual.  The Manager field is set per
>> user, generally for commission purposes.
>>    We have a similar situation but there doesn't seem to be an
>> appropriate field for engineers earning commission.  (Each
>> salesperson works with several engineers and vice-versa, so the top-
>> down Manager method won't work).
>>    Assuming we'll just need to track this in a separate field/table/
>> db - unless someone else has another solution?  There don't seem to
>> be any misc info fields other than the Notes which we already use for
>> other things.
>>
>>
>> Thanks,
>>
>> Michael
>>
>>
>> On Sep 11, 2008, at 11:15 AM, Michael Hasse wrote:
>>
>>> Don't see any checkbox for that in the user settings under admin.pl
>>>     And the user I'm trying to have change this field is an
>>> Administrator with full rights to everything.
>>>
>>>
>>> Thanks,
>>>
>>> Michael
>>>
>>>
>>> On Sep 11, 2008, at 5:44 AM, Paul Tammes wrote:
>>>
>>>> Did you check the boxes for 'is able to' a lot of tasks? In the
>>>> admin login
>>>> iirc.
>>>>  I can imagine some sort of task division is in place. One would
>>>> not want
>>>> the shop personel to be able to asign their own managers, or worse,
>>>> themselves as manager for say relatives and friends, and start  
>>>> giving
>>>> trevates or whatever..
>>>>
>>>> 2008/9/11 Michael Hasse <mh...@it...>
>>>>
>>>>> Hi Everybody,
>>>>>
>>>>>    Was doing a search the other day and noticed there is a Manager
>>>>> field for customers now, (maybe always?).  At any rate, we  
>>>>> could use
>>>>> that right about now as we are starting to need to "assign"
>>>>> engineers
>>>>> in addition to sales people, and that field would work just  
>>>>> fine for
>>>>> that purpose.
>>>>>    Only problem is that when you edit a customer the Manager field
>>>>> isn't visible.  Are we just missing something obvious...?
>>>>>
>>>>>
>>>>> Thanks!
>>>>>
>>>>> Michael
>>>>>
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