Sergei Bespalov
Guest
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 Posted:
Mon Nov 14, 2005 5:02 pm Post subject:
lookup link for customer address on account, case, address s |
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The way the address associations are handled today create tremendous gaps in
the structure of CRM records compared to the structure of integrated
backoffice financial systems records. What should be trivial integration
tasks lead to a LOT of workarounds and customers frustration. Here is how we
can improve.
Abandon the idea of hardcoding first 2 address records on the account form.
Add 2 address lookup fields on the account (relationships) that could be used
to select any of the account addresses and expose them on the account form
(still show individual address fields on the account along with the lookup
link).
This will allow straightforward integration to the backoffice systems
without the headaces of different address info displayed on the customer
record in CRM vs backoffice and inability to change the primary address in
CRM once it is set.
Add Address lookup field on the service call.
The vast majority of the customers that use service calls need to track
service calls against customer sites and they do not setup an account for
each customer site, they setup addresses.
Currently we are forced to essentially do account to address integration to
deal with this gap.
Add Address lookup field on the sales order (Installation address) and
display all 3 addresses on the sales order as lookups (just like on the
contract, except still show individual address fields).
Add search and view functionality for address records - expose address as a
real entity in the areas/suareas.
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