Notes & Tickler Elliott® Business Software V7.X Edward M. Kwang, President

History of Notes Development Netcellent developed Notes for Macola® in Note type function in Tickler function in Graphical user interface in Tickler reminder function in Knowledgebase function in Notes have been mature through a long period.

Notes Overview Notes are a global function that lets users enter additional notes for any master record like a customer, item, vendor or order record. –It’s unlimited –It’s an extension to the Elliott database –It’s searchable –It’s printable –Notes can become tickler as reminder –Tickler can become management tool

Notes vs. Attributes Attribute was introduced with Elliott® V7 (2002) –Attribute expand Elliott Database without modification. Notes was available since Macola® V5 (1991) –Before Attribute was available, Notes is the only way to expand Elliott Database without modification. –Notes is more suitable for free form text. –Notes can be used as a way to expand Elliott Database too. However, attribute is more suitable than notes for this purpose now.

Demo Notes –Create a new Note Customer Note Create 2 nd Customer Note –Create Note Type Template Security Printing –Access a Note From Customer File Maintenance & Inquiry Sales Desk

Demo Notes Knowledge Base Demo Netcellent Tech Support KB Notes are searchable by keywords Use “filter” to determine the scope and search parameters

Demo Printing Notes Controlled by Note Type A note attached to the order header A note attached to the line item A note attached to the customer/ship-to A note attached to the item

Tickler Overview Ticklers are an extension to Notes. By designating a note as a tickler you will be reminded on a certain date and time that a task/tickler is due. –Reminder tool –Management tool Work Flow Management Process Management

Tickler Demo Sequence –Tickler Setup –Create a Tickler –Launch Reminders –Organize the hierarchy structure to use Tickler as a valuable Management Tool –Launch Tickler independently in your Startup Folder –Use Tickler as a Management Tool –Use Tickler as Internal

Demo Tickler Setup Tickler Reminder work for up to 10 Companies. You must identify the Data directory that you wish Tickler Reminder to monitor –In Setup Preference (Tool Bar), Choose Tickler tab to configure. Common Tickler Support Question –Why tickler button is disabled?

Demo Launch Reminders Place EL700TK.EXE shortcut on Desktop

Setup Company Hierarchy Setup company hierarchy for note and tickler security A Supervisor can see the ticklers of his/her subordinates as well as the hierarchy structure designated to them

Assign tasks to employees A supervisor can assign tickler to him/her self, as well as his/her subordinates Subordinates may or may not change/delete this tickler, depending on the note type

Launch Tickler during Startup Tickler can be automatically executed during startup. It will run as part of the background processes, invisible to the user, until triggered. Simply place a shortcut into your Windows Startup folder

Tickler as a Management Tool Tickler as a management tool –View a subordinate’s outstanding tasks –Printing of subordinate’s outstanding tasks

Tickler as Internal In the Global Setup, you can optionally let a user assign task to any other users (regardless of the hierarchy structure) To use tickler as Internal , you will then assign the task to another user and due immediately. The tickler will show up on another user screen within 1 minute.

Notes & Tickler Summary Use notes to record free text info, conversation with customer, vendor…etc. Use notes as knowledgebase. Print notes on Sales Order, PO, Work Order documentation. Turn Notes into Tickler and become a reminder. Make Tickler as a Tasks Management Tool.

Questions & Answers