The RM (Relationship Management) module for FACTS is designed to assist in managing relationships with customers, prospective customers, vendors and others. It incorporates a wide variety of tools to aid in tracking verbal and written communications, managing follow-ups and opportunities, and even driving common processes such as Accounts Receivable collections.
One terrific tool RM has for reaching out is the ability to easily send a broadcast message via fax or email to a list of contacts. The message can also include an attachment of various formats. The attachment could be a sales flyer, catalog, newsletter, etc. Follow the easy steps below to prepare and send out an RM email or fax blast.
Step 1: Create a Name for the Broadcast List – Navigate to the RM (Relationship Module) menu and select Broadcast Lists from the main RM menu. Then select List Name F/M from the submenu. The screen is pictured below. All that is required is a Broadcast List name, but it is helpful to enter a Description as well. The Statistics area will be blank on initial setup, but is automatically updated whenever the list is actually used to broadcast faxes or emails. It contains summary information about the last time it was used.
Step 2: Select the contacts for the broadcast – Select the Lists option from the RM Broadcast Lists submenu. The screen will look as pictured below. Enter or search for the List Name in the header.
There are a couple of options to add a list of contacts to send this broadcast message to.
When the contacts have been selected, they can be reviewed in the list box at the bottom of the screen. The list can be sorted by any column ascending or descending by clicking the header on the column once or twice.
Step 3 - Click the E-Mail or Fax button to prepare for sending - This is for setting up the details that will be sent with each Email/Fax.
Attachment – If you want to include an attachment file to the email (in this example an actual PDF file of our newsletter) enter the full path including the file name. There is a search button to allow browsing for a file and selecting.
Fax Option – Similar options to the Email screen, but fax specific.
Step 4 – Test the Email/Fax – The Test button will allow a test of the email/fax before it is generated to the entire list of contacts. You would enter your own email address or fax number and it will send a copy to you for review.
Step 5 – Send the Email/Fax – Click the Send button on the Email/Fax message screen to send the Email/Fax to the list of contacts. The Contact list will be retained with the List Name so that the next time you want to Email/Fax to the same group of contacts you will not necessarily have to go through the steps of selecting and/or entering contacts.
Additional Use of Broadcast Lists – There may be occasions when you want to capture a list of contacts and do something other than send an Email/Fax. Perhaps you want to mail them something, or send a list to a third party company who will deliver something on your behalf. In this case, you can go through Steps 1 and 2 above and then instead of creating an Email/Fax to go out you can:
There is some additional setup that must be done in RM control to enable faxing and emailing. The setup of templates improves the broadcast list functionality. These are outside the scope of this article, but should be explored before full advantage of broadcast lists can be realized.
Please contact your E&A support representative if you would like further information on using this feature or on the RM module in general.
Bill Briggs is a software consultant specializing in FACTS. He can be reached at 336.272.1241.
Bill Briggs reviews how to use the FACTS Pro Warehouse module to perform a physical inventory. While keeping an accurate count of inventory quantities remains an essential operation for every distribution business, it does not need to be a time consuming, labor intensive and disruptive warehouse process. Pro Warehouse streamlines the process with portable bar code scanners to wirelessly communicate with the FACTS server in realtime.
Whether performing a full physical inventory or a partial cycle count of inventory, the activity begins in FACTS with the familiar process of Capturing Quantities. Quantities can be captured in a variety of Sort Orders and Beginning and Ending ranges as standard FACTS allows. This will set up the expectations of what is to be counted and capture the quantities at the time. There is no need to print Count Sheets as the portable bar code scanners will guide the counter through the inventory process!
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E&A has introduced three new value-added services that are designed to help you lower the total cost of ownership (TCO) of your Infor10 Distribution Express (FACTS) system.
Network Express is a proven approach to managing your FACTS computer system resources.
Network Express leverages the expertise of E&A hardware and network systems consultants to configure solutions that are specially suited to FACTS. From small, single-site solutions to large systems with hundreds of end users and dozens of remote offices, E&A can show you how to deploy cost-effective solutions that deliver the kind of performance you expect. Benefits of Network Express include:
Improvement Express is a proven approach to help your business get on the fast track to greater profitability.
Improvement Express will identify constraints or obstacles in your operating environment, allowing you to pinpoint new opportunities for operational improvement. E&A business consultants with years of FACTS and industry expertise will schedule half- and full-day onsite visits to review business processes and provide a 'current state' analysis to you. Benefits of Improvement Express include:
Update Expressis a proven approach to keep your FACTS system current with the latest supplemental or interim releases prescribed by Infor.
Update Express offers you, the end user a wide variety of software fixes and enhancements while increasing feature/functionality. And with the new FACTS architecture, E&A can install these important integrations, patches and bug fixes swiftly and economically. Benefits of Update Express include:
The Express services are part of E&A's Continuous Improvement initiative, a proven approach to optimizing your FACTS business system.
To get started with Network Express and Update Express, contact Paul Morrow at (305) 822-5353 extension 351. For Improvement Express, call George Young at (410) 766-6076 extension 342 to discuss your specific needs.
Did you know that notes in Infor10 Distribution Express (FACTS) can be segregated into categories for better organization, easier retrieval and inquiry? Security can also be applied to note categories to provide greater control over who can create, edit, view and delete the notes within the category.
A good example is customer notes. Categories could be established for General customer notes, Sales Related customer notes, Collection customer notes, Delivery Instruction customer notes, etc. Security could then be applied to Sales Related and Collection notes for instance, so that only certain people in the organization could view those categories of notes. Another subset of users could be assigned the ability to add, edit or delete those same categories of notes.
The first step in setting up note categories is to establish one or more note administrators. This is controlled in the SM Security System/User FM. Make sure the box for “Notes” is checked on the Security tab under Administrator Privileges.
This will permit this user to administer note functions from any notes screen in FACTS. Probably only a limited number of users should have this privilege.
Next, go to the Notes function where you want to create the categories. In this example, Customer notes can be accessed from a variety of programs that maintain or inquire on Customer related records such as Customer F/M or Customer Inquiry.
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The Role of Inside Sales Using Infor10 Distribution Express (FACTS) webcast was recorded Nov. 2, 2011, presented by Krista Karle of Infor and Ralph Wallace of Sequoia Group.
We are often asked by our customers “How am I sure that I am getting the most out of my software investment?” This is the first of several presentations which attempt to answer that question. In this segment, the role of inside sales is discussed in depth ensuring that you are leveraging all the tools available to make you more efficient and provide better customer service.
Here are some of the topics covered:
NOTE: The WebEx Player is required to view the recording. Click here to download the WebEx .WRF player.