Search Again: Re: Request for Contact Manager From: john@relia.net Date: Tuesday, December 31, 2002 Time: 7:54:41 pm > Notes are always transferred... Even call activity can be > transferred (assuming you have the preference set to do so). Thanks, Now I do, that's mostly what I needed, is there a way to transfer in the sales person? > Quotes are not transferred, since customers don't have quotes. Schucks, I hate to have quotes out there that we don't have copies of!!! > > I was thinking of something like the status field or a 'Made into > > customer on' Date field that we could use to search on to > make sure we > > don't contact people that are already customers with sales calls. > > > > As it is now, OPTI asks would you like to delete the > record. Maybe it > > could ask would you like to mark the contact as inactive or > delete it. > > I guess you could use a user definable fields for it, but > it's probably not something that would be added be default. Ya, I knew you were going to say that...unfortuneately, we need each of those fields, and I was hoping for this to be automated (idiot proof). --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Request for Contact Manager by john@relia.net on Dec 31, 2002 at 2:43:23 pm Re: Request for Contact Manager by Shawn Hogan on Dec 31, 2002 at 3:27:34 pm Re: Request for Contact Manager by john@relia.net on Dec 31, 2002 at 7:54:41 pm Re: Request for Contact Manager by Shawn Hogan on Jan 13, 2003 at 11:50:42 am