CMS Handling the Honorifics for the customers - Revision history

Emily barnes at 21:58, 22 April 2009

2009-04-22T21:58:16Z

← Older revision		Revision as of 21:58, 22 April 2009
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	[[Category:~~Validated~~]]		[[Category:Published]]
	==Purpose==		==Purpose==
	At some point, you may need to use Honorifics other than the predefined, hard-coded list of Honorific values already in CMS. While this is not presently a feature within CMS, you can make it work by leveraging a slight difference between the way Honorifics work in Order Entry vs in the Contact Manager (Customers) sections. This article outlines the steps that are necessary to create and use your own Honorifics, until this feature is built into CMS.		At some point, you may need to use Honorifics other than the predefined, hard-coded list of Honorific values already in CMS. While this is not presently a feature within CMS, you can make it work by leveraging a slight difference between the way Honorifics work in Order Entry vs in the Contact Manager (Customers) sections. This article outlines the steps that are necessary to create and use your own Honorifics, until this feature is built into CMS.

Emily barnes: /* Explanation */

2009-04-22T21:57:14Z

Explanation

← Older revision		Revision as of 21:57, 22 April 2009
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	Here is a way to use custom typed Honorific codes:		Here is a way to use custom typed Honorific codes:

	1. You can type the custom Honorific in ''Order Entry'' in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:		1. You can type the custom Honorific in ''Order Entry'' in '''any of the 3 customer addresses''', (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively), and that Honorific will save to the order's address in the database:

Emily barnes: /* Explanation */

2009-04-22T21:56:37Z

Explanation

← Older revision		Revision as of 21:56, 22 April 2009
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	2. If the '''"Default Ship To"''' or '''"Default Bill To"''' flags are checked :		2. If the '''"Default Ship To"''' or '''"Default Bill To"''' flags are checked:

	[[Image:HonorificDefaultShipTo.jpg]]		[[Image:HonorificDefaultShipTo.jpg]]
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	then the changes done to the address will also post to the customer's record in Customers Manager. Example:		...then the changes done to the address will also post to the customer's record in Customers Manager. Example:



	[[Image:HonorificInCM_Shipping.jpg]]		[[Image:HonorificInCM_Shipping.jpg]]

Emily barnes: /* Explanation */

2009-04-22T21:54:44Z

Explanation

← Older revision		Revision as of 21:54, 22 April 2009
Line 9:		Line 9:
	Here is a way to use custom typed Honorific codes:		Here is a way to use custom typed Honorific codes:

	1. You can type the custom Honorific in '''Order Entry''' in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:		1. You can type the custom Honorific in ''Order Entry'' in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:

Emily barnes: /* Explanation */

2009-04-22T21:54:18Z

Explanation

← Older revision		Revision as of 21:54, 22 April 2009
Line 9:		Line 9:
	Here is a way to use custom typed Honorific codes:		Here is a way to use custom typed Honorific codes:

	1. You can type the custom Honorific in [[Order Entry]] in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:		1. You can type the custom Honorific in '''Order Entry''' in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:

Emily barnes: /* Explanation */

2009-04-22T21:53:36Z

Explanation

← Older revision		Revision as of 21:53, 22 April 2009
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	==Explanation==		==Explanation==

	In Customers Manager, ~~the operator~~ will be allowed to select from the list of available Honorific values. Custom values will not be recognized and will not be saved.		In the Customers Manager, you will only be allowed to select from the list of available Honorific values. Custom values will not be recognized and will not be saved.

	Here is a way to use custom typed Honorific codes:		Here is a way to use custom typed Honorific codes:

	1. You can type custom Honorific in Order Entry in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens) and that Honorific will save to the order's address in the database:		1. You can type the custom Honorific in [[Order Entry]] in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens, respectively) and that Honorific will save to the order's address in the database:


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	then the changes done to the address will also post ~~and reflect on~~ the customer's record in Customers Manager. Example:		then the changes done to the address will also post to the customer's record in Customers Manager. Example:



	[[Image:HonorificInCM_Shipping.jpg]]		[[Image:HonorificInCM_Shipping.jpg]]

Emily barnes: /* Purpose */

2009-04-22T21:50:21Z

Purpose

← Older revision		Revision as of 21:50, 22 April 2009
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	[[Category:Validated]]		[[Category:Validated]]
	==Purpose==		==Purpose==
	~~There are~~ some ~~of our clients that~~ need to use ~~different values~~ than the predefined hard-coded list of Honorific values. While this is not presently a ~~designed~~ feature of CMS, ~~there is a way to~~ make it work by leveraging a slight difference between the way ~~honorofics~~ work in Order Entry vs the Contact Manager (Customers) sections. This article ~~explains~~ the steps necessary to create and use your own ~~honorifics~~ until ~~such capabilities are~~ built into CMS.		At some point, you may need to use Honorifics other than the predefined, hard-coded list of Honorific values already in CMS. While this is not presently a feature within CMS, you can make it work by leveraging a slight difference between the way Honorifics work in Order Entry vs in the Contact Manager (Customers) sections. This article outlines the steps that are necessary to create and use your own Honorifics, until this feature is built into CMS.

	==Explanation==		==Explanation==

Russ horton: /* Purpose */

2009-04-22T18:41:46Z

Purpose

← Older revision		Revision as of 18:41, 22 April 2009
Line 1:		Line 1:
	[[Category:Validated]]		[[Category:Validated]]
	==Purpose==		==Purpose==
	There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS.		There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work by leveraging a slight difference between the way honorofics work in Order Entry vs the Contact Manager (Customers) sections. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS.

	==Explanation==		==Explanation==

Russ horton: /* Purpose */

2009-04-22T18:40:35Z

Purpose

New page

[[Category:Validated]]
==Purpose==
There are some of our clients that need to use different values than the predefined hard-coded list of Honorific values. While this is not presently a designed feature of CMS, there is a way to make it work. This article explains the steps necessary to create and use your own honorifics until such capabilities are built into CMS.

==Explanation==

In Customers Manager, the operator will be allowed to select from the list of available Honorific values. Custom values will not be recognized and will not be saved.

Here is a way to use custom typed Honorific codes:

1. You can type custom Honorific in Order Entry in '''any of the 3 customer addresses''' (Mailing/Shipping/Billing in the Customer/Shipping/Money screens) and that Honorific will save to the order's address in the database:

[[Image:HonorificInOE_Customer.jpg]]

[[Image:HonorificInOE_Shipping.jpg]]

[[Image:HonorificInOE_Billing.jpg]]

2. If the '''"Default Ship To"''' or '''"Default Bill To"''' flags are checked :

[[Image:HonorificDefaultShipTo.jpg]]

[[Image:HonorificDefaultBillTo.jpg]]

then the changes done to the address will also post and reflect on the customer's record in Customers Manager. Example:

[[Image:HonorificInCM_Shipping.jpg]]