Ideas

DIFFERENT AGENT FOR SAME CUSTOMER (OS WISE)

WE HAVE MULTIPLE ORGINATION SITES AND CUSTOMER IS ALWASY SAME FOR THE ORGINATION UNIT FOR OF ITS CUSTOMERS. THEN PLEASE ADVISE TO MANAGE DIFFENENT AGENT FOR THE SAME CUSTOMER WHICH IS SITE SPECIFIC

THANKS

RAJEEV KANSRA

M-9215587111

  • Rajeev Kansra
  • Sep 14 2021
  • Unlikely to Implement
  • Attach files
  • Rajeev Kansra commented
    15 Sep, 2021 02:31pm

    ON THE ONE HAND YOU ARE KEEPING THIS IDEA AS OPEN ON THE OTHER HAND U ARE TAGGING IT AS UNLIKELY TO IMPLEMENT. PLEASE CLARIFIY

    THANKS

    RAJEEV

    M-9215587111

  • Admin
    Product Team commented
    15 Sep, 2021 01:14pm

    We understand your requirement, but the solution suggested earlier is the only workaround option in the system.

    In the present architecture, the desired requirement is not available, still we are keeping the idea as open for future scope of working.


  • Rajeev Kansra commented
    15 Sep, 2021 08:31am

    SORRY WE KNOW THAT WAY WHAT WE WANT NO DISCRETION OF THE USER. FROM TIME TO TIME DIFFERNT AGENT IS ASSIGNED TO THE MASTER SO WANT IT WITH THE TRACK OF WHICH ONE WAS THE PREVIOUS AGENT FROM THIS PERIOD TO PERIOD AND HENE FORTH THIS IS THE AGENT FROM THIS PERIOD TO THAT PERIOD

  • Admin
    Product Team commented
    15 Sep, 2021 05:34am

    For the scenario stated above, Agent Name tagging should be avoided in customer master.

    At the time of transaction for each site/unit, user can select respective agent name for the transaction and proceed.

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