Account Distribution

[NicholasWieland]

Re: Account Distribution

Sounds good but I think this will be too cumbersome for the manager. If the manager has 50 accounts to assign to (1) employee....then the time to add same employee to each record will be counterproductive. Would like to fulfill the search crieteria and allow the manager to assign (1) employee to all results.

Thanks...

That is the KISS principle using Alpha grids. Other wise you would need to write code and then have a check box next to the customer in a grid If true then update employee field to the employees number, when submit is hit and you need to put that (code)in after validate section.

Nicholas

[scotthanes]

Re: Account Distribution

Sounds good but I think this will be too cumbersome for the manager. If the manager has 50 accounts to assign to (1) employee....then the time to add same employee to each record will be counterproductive. Would like to fulfill the search crieteria and allow the manager to assign (1) employee to all results.

Thanks...

[NicholasWieland]

Re: Account Distribution

Scott,
Why don't you just allow an update field on the grid e.g. employee name and then the manager can just go down the search and put the employees number in and submit. This will give the manager the ability to assign employees.

You can also make the same grid but filter one with nothing and then filter the other " If employee field is Blank" show - this way the manager can make sure he has assigned everyone an employee.

Nicholas

[scotthanes]

Re: Account Distribution

Sorry I missed that....I did create a member ID on alphatogo.com but did not see archived webinars. Still looking for help. Thanks.

[NicholasWieland]

Re: Account Distribution

Scott,

Steve Wood has Alpha web webinars on fridays 3pm est and we cover things like this. Last friday we went through something exactly like this.

Join us this week.
http://www.alphatogo.com/webinars.a5w

Nicholas

[scotthanes]

Hi all,

I'm trying to design a process to allow a manager to distribute Customer Accounts to his employees.

From the web page, A manager needs to perform a search against Customer table (easy enough)

Then he needs the ability to assign (1) Employee(from a dropdown) to, a random number of Customers, returned from on the Grid.

So, if the search result returns 100 records, he needs the option to assign....lets say 20...of those accounts to "Tom".

I have a field on the Customers table for the Employee assigned to the account.

After the Manager specifies the number of accounts...then...lets say the Top 20 accounts...should be updated with the Employee name from the dropdown.

of course the manager should have the option to select all.

Basically an account distribution process.


I attempted adding a dialog component to the same Web page as the grid...with Employee and #Accts as the options. But since the Dialog is not tied to the Grid results...the logic seems to fail.

Any Ideas or pointers would be greatly appreciated. Thanks.