Associating Ink Colors with a specific Customer
Posted: 27 Dec 2006 09:21 am
Is there a way to associate Ink colours with specific Customers? I see where this facility is supposed to work, but it doesn't seem to work for me and I always have to put in the inks manually for each Quote even though I click on the button which says 'import customer's colours'. Please tell me what I'm doing wrong.
Good question, sent in by e-mail from Belfast. I'm surprised no one has asked it before. Associating inks (and paper) with specific customers doesn't work in the Free or Silver Editions because, theoretically, those editions don't deal with customers, they deal with prospects. Morning Flight makes a distinction between the two, as seen by the two additional tabs (Notes and Stationery) that pop up in the Gold Edition.
In reality, of course, users of the Free and Silver Editions have customers as well as prospects. The entry screens in Morning Flight all say "Customer," so the difference is strictly internal, mainly to conserve disk space (prospects have a much smaller footprint). It's also transparent. Prospects are automatically converted to customers as soon as they place their first order.
It's worth noting here that all editions of Morning Flight use the same screens, with tabs and buttons added as necessary. This keeps the learning curve short for upgrades. The only downside is an occasional overlap, as is the case here. We could have hidden the "import customer's colors" button for the Free and Silver Editions, but since the same button also lets you select a customer, it would have sacrificed functionality.
So the short answer (if there still is one) is that, no, you're not doing anything wrong, Nigel. We, on the other hand, should change the balloon help for that button to "select customer" whenever the screen is used outside of the Gold Edition.
. . . . . Hal Heindel