[DAVE]

We need the ability to add a new customer in the Customer Activity History portion of the ToDo Activity Manger.Currently, you can only look-up an existing customer. This could be a convenient place to enter such things as customer special orders or "call when in" types of notes for a customer, but very often they are not an existing customer. it's not very convenient to first have to go into customer manager to add their name, phone, etc. and then go back into the Customer Activity History screen to add the details. Should be able to do it all from that location.
(and as an added comment, the ToDo Activity Manager would be much more useful if there was an ability to have it open as a splash screen and/or always be present and noticable on the desktop in some form, for staff to access.)

[DAVE]

Actually, the closer I look at this feature the less I understand it. After entering an item the Customer Activity portion, saving it and then looking back at it I see no place in the list screen where the actual customer's name is shown. You have to double click the individual record to see the customer's name discreetly shown in the bottom of the window, with no easy ability to access further info (like their phone #?). Guess I don't get it - what is the intened purpose of this feature?

[RetailEdge Moderator]

It has been added to the suggestions. The splash form is already in the suggestions (kind of a dashboard/control panel).

A question though: When you are adding all these potential contacts to your customer database, doesn't this create a lot of "dead" customers? Do you have to purge a lot? Or does adding these allow you to do more/better marketing out of RetailEdge?

We need the ability to add a new customer in the Customer Activity History portion of the ToDo Activity Manger.Currently, you can only look-up an existing customer. This could be a convenient place to enter such things as customer special orders or "call when in" types of notes for a customer, but very often they are not an existing customer. it's not very convenient to first have to go into customer manager to add their name, phone, etc. and then go back into the Customer Activity History screen to add the details. Should be able to do it all from that location.
(and as an added comment, the ToDo Activity Manager would be much more useful if there was an ability to have it open as a splash screen and/or always be present and noticable on the desktop in some form, for staff to access.)

[RetailEdge Moderator]

I will add a suggestion to provide more information on this screen. Right now the Customer ID we use is pretty descriptive and we use the first name, last name or Company Name but more information might be helpful for some users.

Actually, the closer I look at this feature the less I understand it. After entering an item the Customer Activity portion, saving it and then looking back at it I see no place in the list screen where the actual customer's name is shown. You have to double click the individual record to see the customer's name discreetly shown in the bottom of the window, with no easy ability to access further info (like their phone #?). Guess I don't get it - what is the intened purpose of this feature?

[DAVE]

Just looking back on this thread (still need these requested features!). Not sure what you mean when you say the Customer ID is pretty descriptive - it's just an auto generated number in our setup. Doesn't provide any info until you click on it and bring up the customer field.
Also, to answer your earlier question, yes I guess we would end up with alot of "dead" customer records. Usually just a name and phone # though, so a pretty small data record. But we are currently using an Access database to track all this info outside of RE, which is kind of a pain having to jump from one program to another. But we just check the finished records as "complete" (like in RE), so we can only view the active items, and of course we are not cluttering up the RE customer database, since we are not in RE! We do this because of the issues already listed in this thread with RE's Custome Activity Manager.

[RetailEdge Moderator]

Dave,

Good suggestions. I have added them to the suggestions.

We need the ability to add a new customer in the Customer Activity History portion of the ToDo Activity Manger.Currently, you can only look-up an existing customer. This could be a convenient place to enter such things as customer special orders or "call when in" types of notes for a customer, but very often they are not an existing customer. it's not very convenient to first have to go into customer manager to add their name, phone, etc. and then go back into the Customer Activity History screen to add the details. Should be able to do it all from that location.
(and as an added comment, the ToDo Activity Manager would be much more useful if there was an ability to have it open as a splash screen and/or always be present and noticable on the desktop in some form, for staff to access.)