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Efficient Use of Attributes in Elliott Database for Comprehensive Tracking and Analysis

Learn how to utilize attributes in Elliott database for tracking, analyzing data, and controlling purposes without modifying the database structure. Discover various scenarios and steps involved in setting up attribute codes and restrictions for effective management. Utilize tools like Mass Email and Export Processor to manage attribute data efficiently.

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Efficient Use of Attributes in Elliott Database for Comprehensive Tracking and Analysis

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  1. Elliott Attributes Edward M. Kwang President

  2. Notes vs. Attributes Notes • Free Form Text • Conversation With Customers • Reminder for Follow Up • Attribute • Data with Structure • Expand Elliott Database Without Modification

  3. Attributes • Attributes are an extension to Elliott database w/o modification • Attributes can be used in CRM for various different tracking purpose • Attributes used in eContact on the Web is like Profiling • Selection based on attributes can be easily handled in Mass Email and Export Processor • V7.1 Attributes Have GUI User Interface • V7.2 Attributes Support Check Box

  4. Creation of Attribute Codes • Create attribute code is the first step to use attributes. • There should be only one person in an organization that can create Attribute codes: • Don’t create different attribute codes to track the same or duplicate info. • Think twice when you create an attribute code – you are doing database design.

  5. Demo Netcellent’s Attributes • At Customer Level • Tracking Product Purchased & Version • Tracking Support Contract • At Contact Level • Tracking Webinar Registration

  6. Access Attributes in Elliott • Master Table (Maintenance & Inquiry) • Customer • Vendor • Employee • Item • Order Entry • Sales Desk • Many other areas … • Basically, Attributes are available wherever Notes are available.

  7. Report or Analyze Attribute Data • Report Writer (i.e. Crystal Reports) • It’s a generic & powerful tool • Require technical knowledge from Users • Mass Email / Export Processor • Easy to use • Use Mass Email for Attributes in eContacts • Use Export Processor for Attributes in Master table

  8. Demo • Send Email to contacts who registered for Elliott webinar. • Follow up customers that maintenance expired.

  9. Select Attribute in Mass Email • Attribute Field in Customer • For Selecting Customer With An Attribute • Select if the particular attribute exist for the customer • Customer Attribute Folder • For Selecting by Field of an Customer Attribute • Select if the particular attribute exist and the field value match selection criteria • Same Principle Apply to Other Tables

  10. Attribute in Export Processor • Determine which Master table to export • Select Master records by using attribute • Export Attribute to Excel Spreadsheet • Using Template

  11. Telemarketing & Attributes • Demo – Use Mass Email to follow up customers that maintenance has expired • Make sure to also select contacts that does not have email address. • Sort by Company Name (or Zip Code/State) • Drill down to the contact • Update Attribute • Refresh • Save Template for Reuse in the future

  12. Attribute & Order Entry Restriction • You can use Attribute to determine who can buy what • Local Government (i.e. State) Regulation • Certain items not allow in this state • Purchasers need to have state issued license • Territory Limitation • Other Reasons (Netcellent use it for Support Control) • Apply to Order Entry and Sales Desk

  13. Steps for Setup OE Restriction • Create an attribute code for control purpose. • Decide how to control • Not allow • Restriction when present • Restriction when not present • Add the restriction control • Attach attribute to customers • Inherit customer type attribute • Attach attribute to item • Inherit product category & user defined code attribute

  14. Scenario – Territory Limitation • Can’t sell an item in State of CA • Add an attribute code • Attach to item, product category or user defined code • Add restriction for CA for not allow this attribute

  15. Scenario – License Regulation • State of CA does not allow selling of an item unless reseller is properly licensed by the state and license is not expired. • Add an attribute code with license# & exp. date • Add restriction for CA, restricted when not present for this attribute code • Attach attribute to customer file and record proper license# and exp. Date • Attach attribute to item

  16. Conclusion • Attributes expand Elliott database without modification • Use it for reference/analyzing purpose • Use it for controlling purpose • None real time control • Use Mass Email or Export Processor to retrieve Attribute data • Real time control • In some situations, you can use attribute for order entry restriction control • Setup operation procedures and train users to check attributes at proper point.

  17. Questions & Answers

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