Elliott V7.2 Attributes

Edward M. Kwang

President

Notes vs. Attributes

Notes

– Free Form Text

– Conversation With Customers

– Reminder for Follow Up

• Attribute

– Data with Structure

– Expand Elliott Database Without Modification

Elliott 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

Demo V7.1 Attributes

• Demo Notes

• Demo Attributes– At Customer Level

• Tracking Product Purchased & Version

• Tracking Support Contract

– At Contact Level• Tracking Webinar Registration

Creation 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:– Don’t create different attribute codes to track

the same or duplicate info.

• Think twice when you create an attribute code – you are doing database design.

Access 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.

Report or Analyze Attribute Data

• Report Writer (i.e. Crystal Reports)– It’s 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

Demo• 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

Demo 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

What’s 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

Demo 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

Demo 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

V7.2 Attribute GUI Window

• Demo Order Inquiry & Attribute Window

• Show Attribute Not Available in A/R Customer File Maintenance – Reduce confusion.

Attribute 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 Order’s Attributes

Attribute & 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

Steps 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

Scenario – Territory Limitation

• Can’t 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

Scenario – 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

Conclusion

• 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.

Q&A