My client is using the latest version of SalesCQ. They are concerned because a user who should have rights only to add notes accidentally deleted a customer's account.

Is there a way to set up security in CQ so that a user can edit notes, but not be able to modify anything else about a customer's account?

If not, will there be in the next version of CQ?

Thanks

Steve

Hi Steve,

Respecting the "edit notes only" setting on AR is one of the OE 8.1B features that has not yet been moved into SalesCQ. Expect to see it in the AR 9.0 Upgrade in a couple of months.

This has to be a joke. I enabled a user to edit notes in Sales CQ & I gave them permission to delete an account in AR. I guess someone who ownes a bank is lucky you don't work for them. I can see where if someone came up to use an ATM machine inside the lobby of a bank at 3:00AM they would under your guidance find the inner door also open so the user of the ATM machine could walk out with all the money in the bank at 3:00AM because they had permission to use the ATM machine. I guess this is what you call SECURITY!!!!!!!!!!!!! Let see now AR 9.0 has been out for about 6 months & I still can't use it because you still have not released the other 9.0 modules. Yet u say will be in AR 9.0 upgrade in a couple of months. What ever u smoke in Canada I guess is not available in the lower 48 because nothing here makes sense to me. As far as your security in concerned, I really don't believe any security exist in your products since in your Sales CQ which is supposed to be a business PIM, any one who enters or edits notes, has the key to the bank.

Hi Les,

You can only delete a customer with no balance and no current transactions. We've had complaints about how difficult it is to delete a customer. I don't really see how someone has been given the keys to the bank.

We'd certainly like to be shipping the last two modules required for AR 9 compatibility (TB and CQ). We decided to move SalesCQ quotes directly to formatted addresses, to avoid putting our clients through two database conversions. I'm responsible for that decision and it was taken despite the fact that it would delay the release of the module.

Hello Les:

I see that you are a man of strong opinions.

My opinion is that Softrak has done an admirable job with their recent releases. These modules work with 2 different AR back-ends interchangeably. OE, IC, Job Cost, Invoices, Bank Rec and Sales Analysis have all been updated to work transparently with both AR 8.1 and AR 9.0. Each version has also been enhanced to add other features that are of immediate benefit to users. So while it may take longer than desired, the quality is worth the wait.

I can understand that you are disappointed that you can't use AR 9.0 yet. We have some clients in the same situation.

But as an Adagio reseller, Softrak has my trust based on 20 years of working together. I know that when SalesCQ is released it will be done right. That includes the one security issue you discussed and a host of other enhancements.

As an Adagio user, you may not have that level of trust yet. But I can assure you that Andrew and Softrak listen to all feedback, though civil and considered discourse is always most effective.

Hi Bruce

Les is my client. We get along very well. It's true that he doesn't filter his opinions and they differ from yours and mine with respect to Softrak, but when he's not ranting he's very pleasant. He does keep me on my toes, and he cares intensely, and those are not bad things.

I've seen other rants in this forum, and I wonder what makes a person choose that approach. Since I know Les as I do, I can accept his choice.

Steve

Bruce,

Beauty is in the eye of the beholder. It has nothing at all to do with strong opinions. It has to do with security in my IT area within my business. What appears to be not important to you, happens to be very important to me in my business. What I am refering to & I have spoke to Andrew & Steve Wilson about is the lack of continuity between various modules in Adagio. I have told both at various times that fixes take way to long & they only come out with a new release. This is a classic case. Just about every software developer out there makes users aware of patches as soon as a problem is found. Many push the patch out to the user. It has nothing to with Trust of Softrak, it has to do with preventing human error by having proper security in my accounting area. Yes, I trusted Softrak to do this, but I guess my trust was wrong. If you are upset by hearing about a hole that I found,that is your issue. Steve Schwartz knows that I have found many others. You see, I am a user who keeps his hands deeply involved in all areas of my business. You have no interest in my business so I will do what I feel is best to protect my business.

Hi Les,

Please explain exactly what has been "lost". I have verified that you can only delete a customer with no balance or current transactions. If historical transactions exist, your salesperson would have had to confirm that deletion was desired before proceeding.

The security option in Receivables to allow users to edit the notes only was added as a user request. Respecting that option is a program enhancement to SalesCQ and OrderEntry. It has been done in OrderEntry, and will be done in the next release of SalesCQ. It is not a bug. If you want your sales staff to be able to add notes only without editing a customer (and hence deleting them), then you can give them View only permission in SalesCQ and Edit Customer Notes only permission in Adagio Receivables or Adagio OrderEntry. I agree this isn't ideal, but that's the way it works at the moment.

We can all envision many improvements to the various Adagio modules. If we waited until all of them were done, we would still be waiting for Version 1.0 of Adagio Ledger.

Andrew, thanks for your above. As it so happens, with regard to the specific account, there was no bal or current transactions. It was an old account we were working to revive & kept all the back & forth history of calls & notes on conversations. These to us were important & that is why when this issue came up, I got steamed. Data is not restricted to an A/R balance or a date of last A/R transaction. Just because he has not bought in a while, does not mean we want to make it easier to get rid of his history. You say deleting an account in A/R was to difficult, well it should be and any user running a business should understand that.

Hi Les,

If the notes are really important to you, then keep an old backup and Steve can export the notes from the backup and import them into the (re-created) customer record when you move to AR 9.0 (which supports importing of customer notes). There's no easy way to get back the historical customer transactions (and I doubt they impart much information anyway). Deleting a customer in Receivables does not delete any historical orders in OrderEntry or sale records in SalesAnalysis for the customer code (alhough some people have suggested it should).