Rob's TIMSS Blog

My discoveries and ramblings of TIMSS/Personify.

Monday, July 09, 2007

TIMSS 6: Call Center User Areas

We had an issue where a product's orders weren't showing up on the Active Orders user area on the call center. Turns out the meeting date was incorrect and in the past so it didn't show up.



You hopefully know that each user can pick what is displayed in these three areas on the User Preferences screen (SEC001A):

ACTIVEORDERS- Display Active (Paid) Orders Info
ACTIVITY- Display Customer Activity Info
COMMITTEEMEMBERSHIP- Display Committee Membership
CONTACT- Display Contact Tracking Info
CURRENTMKTCODE- Display Current Market Codes Info
MEMBERSHIP- Display Membership Info
OPENORDERS- Display Open (Un-Paid) Orders Info
RELATIONSHIP- Display Customer Relationships
SEARCHRESULTS- Display tree of search results (all the customers returned from query search)
USEURL- Use a customer supplied URL

Much of the call center user area data is retrieved using the MRM001_CustInfo_SP stored procedure. Looking at this code, you can see how the data is returned and what table/view TIMSS is looking at to populate these areas.

Please note that if you make changes to base stored procedures or views, TMAR may overwrite them when you upgrade.

Applies to: TIMSS6

0 Comments:

Post a Comment

<< Home