Please I would like to know ho to separate customers in category, since we have two type of customers, the first group should only appear in crm->customers only and vice versa to avoid having a huge list of customers when searching.
My first attempt is to add a tag to different customers to separate them, for example the crm customers have the tag name Mass mailing is it correct to achieve this with tags ?? and my second question how to set default search keyword for example if I click on sales -> customers how to set the default value of search box to for example crmOnly tag thanks.
you can use "domain" where ever you want to have a such a separation.
Related
How to set customer specific pricelists which is common in B2B.
Pricelists per customer or organisation.
If this not exist out of the box, should i tag pricelists witch dynamic properties or add a custom condition, what is tag (TagsContainsCondition).
It dosnt seems to be possible to add own conditions for pricelist assignments!?
I guess this is the best method to override if you dont want to send to many pricelists to the client:
PricingServiceImpl.EvaluatePriceLists
This is already possible out of the box. Simply go to price list assignments and then add a new condition: "Tags contains". In the frontend, you'll need to populate the tags passed to the pricing engine with whatever values you'd like, for instance it can be customerid, or organization name.
You can also extend and add your own conditions as described here: http://docs.virtocommerce.com/display/vc2devguide/Composing+dynamic+conditions.
The Best Buy Search allows to search products specifying a criterion on details.name and details.value fields.
http://api.remix.bestbuy.com/v1/products(details.name="Processor Speed" & details.value="2.4Ghz")?apiKey=YOURKEY
However details is a collection. The query above actually returns all products has a detail entry named "processor" and a detail entry whose value is "2.4Ghz" but not necessarily in the same details entry. Is there a way to create a query that will return only products for which those value and name are for the same details entry ?
Unfortunately there is no way to do this unless the particular detail you are interested in has been exposed as a top level attribute (processor speed has not). To accomplish this you will need to run your query as you have described, and then comb through the results and remove the irrelevant products in your own code.
I'm trying to create a view in CRM 2011 that will show a few columns from Customers (Account), Orders (SalesOrder), and Order Products (SalesOrderDetail). I already know I need to start at the child-most entity so under Advanced Find I select "Order Products" under Look for. When I do this I'm able to select columns from Orders but unable to select columns from Customers.
Is this even possible to accomplish in CRM?
I'm trying to create the following result set:
Account.Name,
Account.Email,
SalesOrder.OrderNumber,
SalesOrderDetail.NetAmount,
SalesOrderDetail.ShipDate
I verified that you cannot manually add a second link within a view query. To my knowledge it is also not possible to add these columns though javascript. You can get the account name in your view simply by using the account lookup on the Order. If you need for the account email to also be in the view, then I suggest you add this field to the order entity and populate it with post callout logic on the account.
I Second Zach’s idea, but suggest adding a direct relationship between customer and orderdetail . This way you can use fetchxml to show account.email or any other account.* for that matter.
The downside is you’ll need to sync order.customer changes to orderdetail.customer.
The better option is to simply create a report and show that in an iframe or a webresource.
This is not possible even if we edit the fetch xml it wont work
I am looking for a solution or to be told it simply is not possible/good practice.
I currently have a database whereby I can create new orders and select from a lookup table of products that I offer. This works great for the most part but i would also like to be able to add random miscellaneous items to the order. For instance one invoice may read "End of Tenancy Clean" and the listed product but then have also an entry for "2x Lightbulb" or something to that effect.
I have tried creating another lookup table for these items but the problem is i don't want to have to pre-define every conceivable item before I can make orders. I would much prefer to be able to simply type in the Item and price when it is needed.
Is there any database design or workaround that can achieve this? Any help is greatly appreciated. FYI I am using Lightswitch 2012 if that helps.
One option I've seen in the past is a record in your normal items table labeled something like "Additional Service", and the application code will recognize this item and also require you to enter or edit a description to print with the invoice.
In the ERP system which we have at work, there is a flag in the parts table which allows one to change the description of the part in orders; in other words, one lists the part number in the order and then changes the description. This one off description is stored in a special table (called NONSTANDARD) which basically has two fields - an id field and the description. There is a field in the 'orderlines' table which stores the id of the record in the special table. Normally the value of this field will be 0, which means that the normal description of the part be displayed, but if it's greater than 0, then the description is taken from the appropriate row in the nonstandard table.
You mean something like this?
(only key attributes included, for brevity)
Say I have this.
A country has many products and a product can have many countries (many to many).
Now product A has
US
Canada
Now for some reason they stop selling product A in Canada. How do I update product A to remove the relationship as now product A is no longer in Canada.
Should I clear the list called like ProudctA.Countries.Clear(). Then go and add the countries still selected back in?
ProductA.Countries.Add(loadCountry(id)) // this would be a loop and I would be loading the ids from the select countries.
Or should I some how figure out what has changed and called like a delete or something?
I am getting a list of Guid back from the server. The user just sees a select list box and choose the countries.
When they edit the Product both US and Canada were selected but then they choose to unselect Canada so only the US Guid was sent back to the server as selected.
i would do something like this
countriesToRemove = productA.Countries.Where(c => !selectedIds.Contains(c.Id)).ToList();
foreach(var country in countriesToRemove)
{
productA.Countries.Remove(country);
}
however since you already loaded them (are in session cache) and the link table entries are removed and inserted anyway it would only matter if nothing is removed.