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Customer Types - Person and Organiation

Submitted by tony on Wed, 20/08/2008 - 10:43
in

Hi Everyone,

As you may be aware, when adding new Customers you are currently prompted for a Type of customer to add, Customer Person or Customer organisation.

If it is not being used I was thinking of rationalising this to just the one selection (i.e you wouldn't get prompted for type when you selected New in Customer Browser or Customer Information workspace) and adding a company name field to the current Customer Person type.   Thsi fiedl coudl be blank of course.

I was wondering how many users have already utilised the Customer Organisation selection ?

 

Cheers

Tony

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Re: Customer Types - Person and Organiation

Submitted by healesvc on Wed, 20/08/2008 - 12:01.
G'day Tony, We currently have one Customer(Organisation) that I won't have any problem with deleting. Brett HVC

RE: Customer Types - Person and Organiation

Submitted by Tony De Keizer (not verified) on Wed, 20/08/2008 - 12:01.
Hi Brett,

Thanks.

Won't need to delete , can actually migrate it across as part of the change ..

Cheers Tony

Re: Customer Types - Person and Organiation

Submitted by PeterG on Wed, 20/08/2008 - 19:01.
Hi Tony, We haven't used the organisation type although we may well have with companies etc. It may end up being more simple to just have that as an option on the customer type field. it would be interesting to know whether this would contain enough information for clinics who deal with syndicates and companies with multiple locations and contacts. Peter

Re: Customer Types - Person and Organiation

Submitted by Gerrie (not verified) on Thu, 21/08/2008 - 13:01.
Hi Tony,

I think this is a great idea which would work well. I think most clinics wouldn't have had this sort of option in their legacy system - so data would have converted as customer person... The remove of the selection dialog and addition of the company name field will be perfect. :)

Cheers

Gerrie

Gerrie Cooney BSc Business Development Consultant Essentia Consulting M 0408 811 883 E gerrie@xxxxxxxx.xxx w www.essentia-consulting.com

Re: Customer Types - Person and Organiation

Submitted by croydonvet on Thu, 21/08/2008 - 14:01.
Suits me! MRRetchford

Agreed

Submitted by Jimvet on Fri, 05/09/2008 - 13:21.

Agreed - one category best. Simplicity always wins

Re: Agreed

Submitted by PeterG on Fri, 05/09/2008 - 15:50.
Hi All, Agreed as well. It will work well in the info box. Peter

Re: Customer Types - Person and Organiation

Submitted by Gerrie (not verified) on Wed, 10/09/2008 - 07:01.
Morning Tony, :)

For the sites I have been involved in this option has been used minimally. Most small animal clinics already have their Pet Shops / RSPCA's etc in their system and they come across in the conversion as a normal customer file.

I think however that in equine / LA it would have been used to enter stables / farms / agistment etc for link to location. It is hard to guesstimate the frequency of use in these scenarios.

I think however that the proposed change would be fantastic. :)

Cheers

Gerrie

Gerrie Cooney BSc Business Development Consultant Essentia Consulting M 0408 811 883 E gerrie@xxxxxxxx.xxx w www.essentia-consulting.com

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