Forum Discussion
Alficeman
Apr 04, 2024Copper Contributor
Customers from a same company different campus
I am trying to build a database to quote my products and i have a challenge managing customer information. Let's say i have a customer working for a university, and this university has several ca...
Tom_van_Stiphout
Steel Contributor
> pinpoint the exact location of the customers is very useful
The point I was trying to make is that you should capture that when the order is being taken.
"Arizona State University"
"Department of Engineering, Earthquake Lab, Building 4, Door 3"
"123 University Drive"
"Tempe, AZ 85000-1234"
How was your chat with the Shipping Department?
The point I was trying to make is that you should capture that when the order is being taken.
"Arizona State University"
"Department of Engineering, Earthquake Lab, Building 4, Door 3"
"123 University Drive"
"Tempe, AZ 85000-1234"
How was your chat with the Shipping Department?
Alficeman
Apr 05, 2024Copper Contributor
Hi Tom,
The chat it was not very useful, they do this by sending an e-mail to the end user.
I was thinking that maybe it could be added on a table, that way if a customer calls and say, Hey I'm at ASU on Engineering, you just look up for that on the database and you do not have to ask for directions to the customer, you can just go an tell him, May i have your building and lab please?
Just a thought
Thank you for your input
The chat it was not very useful, they do this by sending an e-mail to the end user.
I was thinking that maybe it could be added on a table, that way if a customer calls and say, Hey I'm at ASU on Engineering, you just look up for that on the database and you do not have to ask for directions to the customer, you can just go an tell him, May i have your building and lab please?
Just a thought
Thank you for your input
- Tom_van_StiphoutApr 05, 2024Steel ContributorMaybe this would work: offer the user several text fields to enter search terms. Then concatenate the address fields, and do a Contains search in that string for each of the search terms. Show all results in a list for the user to review and double-click to open a form to that record.
Another idea would work if there is a lot of repeat business. For example, the Earthquake lab may break a lot of glassware (ha, ha) and will order more on a regular basis. Then the search terms could look back in previous orders.- AlficemanApr 05, 2024Copper Contributor
Ha, ha, ha, they probably will.
Nice approach, on the search tip.