SYMENU System Manager Introduction 27

eContacts

 

Application Overview

 

eContacts is a CRM database designed for e-mail programs and web site authentication.  Management and system users can easily and efficiently develop a feature rich and robust user database for their web site and use it with 3rd party applications, Elliott Software and Elliott Web Solutions.

 

The eContacts database is divided into four areas of information for each contact.  These sections are available by tab menus for each contact.  These tabs menus consist of (1) Identification, (2) Web Access, (3) Billing and Credit Information, and (4) Relationships.

 

eContacts will integrate with the Elliott Software, Elliott Shopping Cart, Notes, and is the database for the Mass E-Mail program.  The only requirement to using eContacts is a contact e-mail address.  The advantages and rewards of eContacts are further enhanced by the Mass E-Mail Program.  Users should read the Mass E-Mail chapter to better appreciate this CRM database and it’s structuring.

 

 

Run Instructions

 

Any master record can have an eContact and can be accessed anywhere you have access to Elliott Notes, e.g., order entry, Vendor File, order inquiry. Since the most frequently used master record for eContacts is the Customer File, go to:

 

A/R Main Menu à Maintenance à Customer File

 

 

 

 

 



Click the eContacts Icon or Press F12

 

 

 

Contacts Window for Customer 300

 

 

Click Add New

 


 

 

 

 

 

Field Entry Descriptions – Identification Screen

 

 

Name

Description

E-Mail

Contact’s email address.  This is how a contact is identified.

Name

Contact Name.

Position

15 alphanumeric characters.

Link to <customer name>

Click this box to use the name and address from the customer record.

Leave it blank to use another name and address.

Company

Address

City

State

Zip

Country

If you checked the “Link to” box above, then these fields will be populated with values from the Customer File and entry is not permitted.  If you wish to fill in these fields, uncheck the “Link to” box above.

Link Phone…

Click this box to use the phone number from the customer record.

Leave it blank to use another phone number.

Phone

x

If you checked the “Link Phone” box above, then the phone field will be populated with the phone number from the Customer File and entry is not permitted.  If you wish to fill in the phone number, uncheck the “Link Phone” box above.

 

The extension field can be filled in regardless if the “Link Phone” button is checked or not.

Link to fax of <customer name>

Click this box to use the fax number from the customer record.

Leave it blank to use another fax number.

Fax

 

If you checked the “Link to fax of…” box above, then the fax field will be populated with the fax number from the Customer File and entry is not permitted.  If you wish to fill in the fax number, uncheck the “Link to fax of…” box above.

Home

Contact’s home telephone number.

Birthday

Contact’s birthday.

Mobile

Contact’s Mobile number.

 

 

 

 

Web Access Screen

 

This screen stores contact information for authentication, web access, e-mail management, and permission rights.  Permission rights are based on a user defined “Role” assigned to the contact.

 

 


Entry Field Descriptions – Web Access Screen

 

 

This screen is divided into two sections, Web Access Information and E-Mail Details. 

 

The Web Access Information fields only apply if you are using Elliott Web Solutions (Shopping Cart) or if you have a 3rd Party Shopping Cart that honors the access rights defined by the eContacts Role, (see next page).

 

The E-Mail Details applies to all Elliott Software users.


 

Web Access Information

Description

Password

Contact’s password used when a login is required

Confirm Password

Used to confirm a newly added or changed password.

Password Hint

Additional verification such as “Mother’s Maiden Name”

Not currently implemented

Password Value

Answer to Password Hint

Block Web Access

Click to deny user access to web site areas where login is required

Reason

State why user was blocked

Date

Date user was blocked

Role

User Defined for permission rights to Elliott Software

Define Roles:

Type in Role Name

Click Role button

Screen to right appears

Primary Files:  This is the file that the contact is attached to; in this case it is the Customer file.

Subordinate Files:  Files attached to the Customer File, e.g., Ship-To, eContacts File, Invoice History Inquiries, etc.

Transaction Files:  Enter orders, apply cash receipts, etc.

 

If “Add” is flagged, “Change” will be flagged automatically.  If “Change” is flagged, “Add” is not automatic.

 

If “Delete” is flagged, “Change” and “Inquire” are flagged automatically.

 

Remember:

You are not giving the eContacts rights to access these files, only permission to what they can do.  Access to the files is determined by what you make available from your web site.

In-house Salesman

For your salesmen to view their customer records, add orders, etc., you would open the Salesman file and add them as an eContact.  As a result, the Salesman File becomes the primary file and the Customer File and any transaction files are subordinates.

NOTE:

Roles are based by Relationship and are not universal.  Roles only apply to the eContact and the record they are attached to in the relationship.

 


 

E-Mail Details

Description

Do Not Send E-Mail

Click Box to remove eContacts from the Mass E-Mail Program

Date

Date applied to above

Accepts HTML content

Click if eContact accepts HTML content

BounceBacks

Used to manually update how many e-mail messages have been returned due to delivery error.  If count is high, user may consider removing the contact from the e-mail list.

 

 

 

Entry Field Descriptions - Billing/Credit Window

 

Although the Billing/Credit folder applies to the Elliott Web solution System, it can also be used as a convenient way to store customer credit card information.

 


 

A lot of security is built into Elliott to protect sensitive information entered into Elliott.  The credit card number is encrypted and will only display stars (*) except for the last four digits.  A workstation must be preauthorized before a user can charge a credit card.  This authorization takes place from the Utilities menu in Global Setup.  A credit card can be charged from the COP Payment Window, in Accounts Receivable and here in the eContact window.  When the Payment button is pressed, Elliott will prompt for an amount and will charge the credit card that was highlighted.

 

Here are some notes to help you maximize your credit card processing:

 

  • To qualify for a better rate when processing Visa cards, always pass the Zip Code (even if it is incorrect).  Then the transaction category is CPS NO Card.  For CMP, the rate is 1.99% in this category.
  • If you don’t pass the Zip Code, then the transaction will be considered as EIRF.  For CMP, the rate is 2.29%.
  • If you don’t settle the same day, then the transaction will be considered as EIRF.  For CMP, the rate is 2.29%.
  • MasterCard does not care about the Zip Code.  The standard Merit I rate for CMP is 2.03%.
  • If it is a Corporate MasterCard (like a government or Ford issued card for an employee), then the DATA Rate I is 2.63%
  • If you pass the customer number field for a Corporate MasterCard card, then you are in DATA Rate II which is 1.93%.
  • Therefore, the rule is (a) Always pass the Zip Code (for VISA); (b) Always pass the Customer Code (for Corporate MasterCard); (c) Always settle the same day (use Auto Settle).
  • Visa Check Card does not like AVSONLY (an authorization with $0.00 amount).  An alternative way of doing AVSONLY is to do an authorization of $1.00 and never come back to perform the FORCE transaction.
  • For some reason American Express does not validate the CVV2 value.
  • For some reason, American Express only validates on the Zip Code and does not bother with the street address.

 

 

Entry Field Descriptions – Billing/Credit Window

 

Name

Description

Link Billing To

You can link the name and address used in credit card authorization to the contact’s name and address, the customer’s name and address or not linked to either so that the name and address can be entered manually.

Company

Address

City

State

Zip

Country

If the “Link Billing To” selection is “None,” then the user can enter these fields.  Otherwise, they are populated with information from the customer or the contact.

 

Multiple credit cards can be entered for each contact.  The following fields detail the credit card information:

 

Name

Description

Type

Enter the credit card type (Visa, MasterCard, American Express, etc.).

Card Number

Enter the credit card number.

Expires

Enter the expiration date.

Name

Enter the the name that appears on the credit card.

Primary

Indicate if this is the primary credit card to use when charging this contact.

 

 

Relationships Window

 

An eContact may have many relationships; the contact may work for two companies, a salesman may be the owner of another company, the customer is also a vendor, etc.  Elliott eContacts tracks and manages these relationships for you. 

 

When you open eContacts for a record, it will display all the associated eContacts as shown below.  From this window we can edit, add new contacts, make a contact the primary contact in this relationship or delete a contact record.

 

 

 

 


If an eContact has several relationships, you can view these by clicking on the contact’s Relationships Tab as shown below. 

 

 


 

 

In any Relationship there can only be one Primary Record, normally this is the file the eContact is attached to.  This can also determine how the eContact’s address information is managed from relationship to relationship.

Notes Window

The Notes tab will display all of the notes for the contact and the customer.

 

You can add, change and delete the notes from here.


Links Window

The Links tab will display all of the links for the contact and the customer.

 

You can add, change and delete the links from here.

Attributes Window

The Attributes tab will display all of the attributes for the contact and the customer.

 

You can add, change and delete the attributes from here.

 

Activity Window

The Activity tab will display some of the activity for the contact and the customer.

 

You can print and filter the information displayed.

Orders Window

The Orders tab will display all of the orders and their line items for the customer.

 

You can sort the information displayed by clicking on the header of each column.

Invoices Window

The Invoices tab will display all of the invoices and their line items for the customer.

 

You can sort the information displayed by clicking on the header of each column.

 

Managing eContact Information

 

The purpose of relationships is to have one eContact record that can be maintained throughout the system.  If you change the eContact information in the Identification Screen, it will update that eContact wherever he has a relationship. 

 

Exception to The Rule       The Position Field is unique to a relationship.  Changes in one relationship will not update other relationships.

 

                                          If you flag Use Address of . . . . , Use Phone, or Use Fax of . . . . . then changes cannot be made to these fields. 

 

                                          If eContact is using the above address information of the Primary record, then whenever changes are made to this record (Customer File in our example) it will update the eContact information globally.  Address information can only be linked to One Primary record throughout the system.

 

                                          If an eContact requires a different address for different relationships, do not flag the Use “ . . . . .” fields.

 

 

Web Access Information    Unique to the relationship.  Changes in one relationship will not update other relationships.

 

Billing/Credit Information  Unique to the relationship.  Changes in one relationship will not update other relationships.

 

 

E-Mail Address                   This is the eContact identifier.  If you change this e-mail address in another relationship, the system will create a new eContact.

 

 

Systems Manager

  1. Mapped Drives Disappear After Logoff or Reboot
  2. Using Raw Data Pass Through for Dot Matrix Printer on Windows 10 Does Not Work
  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
  59. Not Able to Change Attributes Added by Other Users
  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
  74. It Is Extremely Slow to Run Elliott over VPN Connection
  75. SYTIMCLK Systems Manager General Time Clock
  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
  79. How Do I Limit the Companies for Users?
  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager Introduction 8
  149. SYMENU System Manager Introduction 9
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
  206. MAPISendMail failed! Not supported [26]
  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor

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