Salesman Table in CC Calendar

Support for our integrated Contact Manager, Calendar, and Project Tracker.
Posts: 36
Joined: Sun May 11, 2008 9:56 am
Location: Bahrain
PostPosted: Sun May 11, 2008 10:01 am
Hi All,
I am new to CC Calendar so please bear with me. I am considering the purchase of CC, however in my solution I need the invoice to have a customer and a salesman.

I see in CC there is contact table which would satisfy customer, but which table or module would I use to satisfy salesman. Or would I have to include a new table for that.

Regards
Salman Maidan
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Sun May 11, 2008 10:23 am
You'd probably use our "user" table for salesperson; you can find this on the settings, admin, or about tabs depending on the version you're looking at.

Each appointment may have one (or more) users and you can filter the calendar by user to see just one salesperson's activity.

Hope that helps.
John Sindelar
SeedCode
Posts: 36
Joined: Sun May 11, 2008 9:56 am
Location: Bahrain
PostPosted: Sun May 11, 2008 10:49 am
Thanks John,

I see. An appointment has many users. I know it will be easy to relate users to invoices, I just wanted to know if they were already related in any way to invoices or not.

I am looking at SC Calendar ProDev Complete

Thanks Again
Salman
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Sun May 11, 2008 1:15 pm
Thanks for clarifying that: you'd probably want to add a field for user to the invoice table as there isn't anything in there now to link users to invoices. Invoices are currently linked to a contact and/or a company and a project.

Best,

John
John Sindelar
SeedCode
Posts: 36
Joined: Sun May 11, 2008 9:56 am
Location: Bahrain
PostPosted: Sun May 11, 2008 10:07 pm
Thanks Again:

The other idea is to use Sc Complete for a doctor’s clinic. Where by an appointment has both a patient and a doctor allocated to it. And the user table is for the secretary who books the appointment.

“Usersâ€
Salman Maidan
SeedCode Staff
SeedCode Staff
Posts: 2764
Joined: Thu Nov 20, 2003 11:01 am
PostPosted: Mon May 12, 2008 6:03 am
Indeeed. You might also consider using "Resource" for the doctor.
John Sindelar
SeedCode

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