This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a manage customer accounts post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Manage Customer Accounts video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Logons for customers to CustomerHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the CustomerHQ Setup window ().
The Manage Customer Accounts window is accessible from the Additional menu on the Customer Maintenance window or from the CustomerHQ menu in Administration.
Select the Customer Number to load a customer record. Existing users will be displayed in the list:
Continue reading “Features of CustomerHQ from ISC Software: Manage customer accounts”
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a change images post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Change Images video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
There are three images used by CustomerHQ and all of which can be customised The three images are:
To add or replace the existing images, open the CustomerHQ Setup window () and click Go To and then Setup Images.
The Image Type dropdown allows you to select the three images available. As an example, I have selected the Company Logo.
Use the ellipsis button next to the New Image File field to select a new file and then click Upload:
After uploading an image, it may take a few minutes for the website cache to refresh, but the logo will then appear.
At the start of March last year, I posted about a site you can use to format SQL by pasting it in or uploading a file. That site is still present and working, but I’ve found a new website which formats SQL more to my liking (thinking specifically of formatting some of the Microsoft Dynamics GP stored procedures).
The new site I’m using is SQL Formatter from DevArt:
The SQL in the above is from my SQL View to Return Budgets by Month post.
Using the options to the right, you can change how the SQL is formatted, so you can alter how the SQL is formatted to make it closer to your required output.
I prefer a web based solution as I sometimes need to format SQL when I’m working on a client system and don’t have access to my own laptop, so one of the tools which can install into SQL Server Management Studio aren’t always usable.
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a configuration post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Configuration video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Configuration of CustomerHQ is done through windows added to Microsoft Dynamics GP by a Dexterity add-in. The configuration is done via the CustomerHQ Setup window ():
Continue reading “Features of CustomerHQ from ISC Software: Configuration”
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a secure access post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Secure Access video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
One of the key requirements behind the development of CustomerHQ was that it be secure and, unlike the Web Services for Microsoft Dynamics GP, it uses a version of the TLS standard which is not being retired in 2020.
CustomerHQ has four components:
Structure diagram for CustomerHQ
No data is held on the Portal on Azure and no communication channels are initiated by the Portal; instead all data is held in databases on the SQL Server with all communication initiated by the Connector Service outbound, meaning that no ports need to be opened on the firewall for CustomerHQ to be used.
Microsoft,Microsoft Dynamics,Microsoft Dynamics GP,Third Party,ISC Software Solutions,GP Elementz Portals,CustomerHQ
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an introduction to CustomerHQ post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Overview video: