Title: Elliott V7.2 Attributes
1Elliott V7.2 Attributes
- Edward M. Kwang
- President
2Notes vs. Attributes
- Notes
- Free Form Text
- Conversation With Customers
- Reminder for Follow Up
- Attribute
- Data with Structure
- Expand Elliott Database Without Modification
3Elliott V7.1 Attributes
- Attributes are an extension to Elliott database
without modification. - Attributes can be used in CRM for various
different tracking purpose. - Attributes used in eContact on the Web is like
Profiling. - Selection based on attributes can be easily
handled in Mass Email and Export Processor
4Demo V7.1 Attributes
- Demo Notes
- Demo Attributes
- At Customer Level
- Tracking Product Purchased Version
- Tracking Support Contract
- At Contact Level
- Tracking Webinar Registration
5Creation of Attribute Codes
- Create attribute code is the first step to use
attributes. - There should be only one person in an
organization that can create Attribute codes - Dont create different attribute codes to track
the same or duplicate info. - Think twice when you create an attribute code
you are doing database design.
6Access Attributes in Elliott
- Master Table (Maintenance Inquiry)
- Customer
- Vendor
- Employee
- Item
- Order Entry
- Sales Desk
- Many other areas
- Basically, Attributes are available wherever
Notes are available.
7Report or Analyze Attribute Data
- Report Writer (i.e. Crystal Reports)
- Its a generic powerful tool
- Require technical knowledge from Users
- Mass Email / Export Processor
- Easy to use
- Use Mass Email for Attributes in eContacts
- Use Export Processor for Attributes in Master
table
8Demo
- Mass E-mail
- Send Email to contacts who registered for Elliott
webinar. - Export Processor
- Follow up customers that maintenance expired.
- Clarify Attribute Selection in Mass Email and
Export Processor - Attribute Field in Customer
- For Selecting Customer With An Attribute
- Select if the particular attribute exist or not
exist for the customer (use EQ or NE operator) - Customer Attribute Folder
- For Selecting by Field of an Customer Attribute
- Select if the particular attribute exist and the
field value match selection criteria - Same Principle Apply to Other Tables
9Demo Telemarketing Attributes
- Use Mass Email to follow up customers that
maintenance has expired - Make sure to also select contacts that does not
have email address. Primary Contact only. - Sort by Company Name (or Zip Code/State)
- Drill down to the contact
- Update Attribute
- Refresh
- Save Template for Reuse in the future
10Whats Missing in V7.1 Attribute?
- In V7.1, User can define Attribute Field Name
Data Type - How About
- Field Size
- Field Validation
- Default Value
- Field Sequence
- V7.2 Take Care These Issues
- V7.2 Also Provides A Special Attribute Data
Collection Screen
11Demo V7.2 System Code Setup
- Setup an Outside Processing Attribute
- Collect Data for Outside Processing QC
Inspection - Attribute Attached to Sales Order Header
- Setup QC Pass Code
- Setup QC Pass Code Value
12Demo V7.2 Attribute Code Setup
- Setup a Outside Process QC Inspection Attribute
- Setup the Enhancement Attribute
- Vendor Number Validation
- QC Pass Code Validation
- Failure Reason Code
- Field Size and Range
- Default Value
13V7.2 Attribute GUI Window
- Demo Order Inquiry Attribute Window
- Show Attribute Not Available in A/R Customer File
Maintenance Reduce confusion.
14Attribute Data Collection Screen
- Demo Picking Ticket with Barcode
- Demo Use Custom Attribute Screen to Collect Data
- Scan Order Number on Picking Ticket
- How is custom Attribute screen different from
regular Attribute window? - Batch Process
- More Efficient for Entering Lot of Orders
Attributes
15Attribute Restriction Control
- You can use Attribute to determine who can buy
what - Local Government (i.e. State) Regulation
- Certain items not allow in this state
- Purchasers need to have state issued license
- Territory Limitation
- Other Reasons (Netcellent use it for Support
Control) - Apply to Order Entry, Sales Desk, Pick Ticket
Invoice Printing
16Steps for Setup OE Restriction
- Create an attribute code for control purpose.
- Decide how to control
- Not allow
- Restriction when present
- Restriction when not present
- Add the restriction control
- Attach attribute to customers
- Inherit customer type attribute
- Attach attribute to item
- Inherit product category user defined code
attribute
17Scenario Territory Limitation
- Cant sell an item in State of NJ
- Add an attribute code
- Attach to item, product category or user defined
code - Add restriction for NJ for not allow this
attribute
18Scenario License Regulation
- State of CA does not allow selling of an item
unless reseller is properly licensed by the state
and license is not expired. - Add an attribute code with license exp. date
- Add restriction for CA, restricted when not
present for this attribute code - Attach attribute to customer file and record
proper license and exp. Date - Attach attribute to item
19Conclusion
- Attributes expand Elliott database without
modification - Elliott V7.2 Add Field Validation for Attributes
- V7.2 provides a new custom Attributes collection
screen. - Mass Email and Export Processor make good use of
Attributes Info. - Attributes can be used for Order Entry or Sales
Desk Controlling Purpose.
20QA