I suggest you ...

Upgrade Account Detail "Type" for Employees and Vendors (to utilize CID Lookup)

The Customer Detail page is extremely useful, mainly because it contains SO MUCH information. We tend to cram every scrap of information we have into RS, just so everything is in ONE place. Many of our customers account pages contain every phone number, email address, payment form, and document upload we have to connect to them. But, wouldn't it be great to have this for Employees and Vendors, too?

Right now, we duplicate information for our vendors and employees into a Customer record, just so everyone has quick and efficient access to useful information (like phone numbers, email addresses, etc). One of the most beneficial features of doing this is getting the caller ID look up enabled for when that employee calls in. It's just seems silly that Employees and Vendors need to have their information entered in TWO places, just to get features like CID look up....

My proposition would be to UPGRADE the Employee and Vendor profile "types" to work the way it does for Customers. You can see how I imagined this working in the following mock-ups (I love mock-ups):

Vendor: http://i.imgur.com/UHHfHnH.jpg
Employee: http://i.imgur.com/vzjD2pT.jpg

At minimum, it would be extremely helpful if basic features (like caller ID look up) would work for the phone numbers that are on file for employees and vendors. This is the only part about this post that is urgent. Otherwise, I just thought it would be a nice upgrade sometime down the road...

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    Ryan (CTO, Pinellas Computers) shared this idea  ·   ·  Admin →

    4 comments

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      • Ryan (CTO, Pinellas Computers) commented  · 

        Any updates on progress for sub-contacts, positions, attachments, left-nested admin menu, and the communication log “more” filter?

      • Ryan (CTO, Pinellas Computers) commented  · 

        CID lookup is now working.
        Any update on adding the #/# and $/$ stats to the top?
        Also, can we kill the left side menu list that takes up valuable width when viewing a vendor detail?

      • Ryan (CTO, Pinellas Computers) commented  · 

        Thank you for updating the general "feel" of the vendors detail view. It's definitely nice having all the PO data and communication logs all in one place.

        However, I was upset to see that the inferior sub-contacts module was used instead of a proper multiple-contacts module which has gained critical acclaim on the forum. There is still no way to identify what each contact is for (sales rep, owner, customer service, shipping, returns, etc) nor is there a way to enter extensions or phone descriptors.

        Additionally, vendors still doesn't appear to work with PBX CID lookup. And with sub-contacts, even then it will only work with the main phone number and not with sub-contacts.

        Finally, any reason to not add the remaining account features to make the vendors module complete: stats at the top (##/$$), attachments, change history, payments, etc?

      • Ryan (Power User R7, RepairShopr) commented  · 

        @Robert - This is becoming more and more needed as we add additional vendors. Some examples of things missing in a vendor's information page:

        Multiple contacts - with individual phone numbers, phone types, extensions, emails, titles, etc.
        Multiple account numbers - for big chain accounts who have accounts for each location.
        Attachments - for agreements, contracts and supporting documentation about the vendor.

        Most of these things are shown in the mock-up of my feedback post below. Essentially, the Vendors account pages should work just like the Customers account pages do. All aspects of the vendor in one place, from contacts to purchase orders to payments. Basically, just another separate database of customers, but with the title Vendors.

        Thoughts?

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