Re: [Citrusdb-users] (no subject)

2007-09-24 Thread Paul Yasi
You can actually start the customer account numbers at any number you
want, maybe this should be a higher number by default.

If you want to alter the customer table, you can run this SQL command
to start the number at 1 for example:

ALTER TABLE `customer` AUTO_INCREMENT = 1

It may also be a better idea to use something like the customer email
address as their account manager login instead of their account
number... this is something to think about for future versions.



Paul

On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
> only reason i wanted to do this was for users to be able to log into there
> accounts. Im not fond of low 2-3 digit account numbers to start.. makes it
> look like you have no customer base. plus its another number they have to
> remember to get to there account.
>
> - Original Message -
> From: "Paul Yasi" <[EMAIL PROTECTED]>
> To: "For users of CitrusDB discussion"
> 
> Sent: Sunday, September 23, 2007 9:41 AM
> Subject: Re: [Citrusdb-users] (no subject)
>
>
> > It is not possible for citrus to change a customer's account number.
> > Keeping the account number the same all the time is very important
> > since it connects the customer with all their information.  I would
> > not use a phone number as their customer number, the customer may move
> > and get a new phone number, or in a super rare case that number may be
> > assigned to someone else.
> >
> > You can still search by their phone number, and upon a match it will
> > take you right to that record.
> >
> > Paul
> >
> > On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
> >>
> >>
> >> is it possible to change a customers "customer number" ? Would like to
> >> use
> >> there phone number as their customer number.
> >> -
> >> This SF.net email is sponsored by: Microsoft
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> >> ___
> >> Citrusdb-users mailing list
> >> Citrusdb-users@lists.sourceforge.net
> >> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
> >>
> >>
> >
> >
> > --
> > The CitrusDB Project | http://www.citrusdb.org
> > Open Source Customer Care & Billing System
> >
> > -
> > This SF.net email is sponsored by: Microsoft
> > Defy all challenges. Microsoft(R) Visual Studio 2005.
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> > ___
> > Citrusdb-users mailing list
> > Citrusdb-users@lists.sourceforge.net
> > https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>
>
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>


-- 
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Open Source Customer Care & Billing System

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Re: [Citrusdb-users] (no subject)

2007-09-24 Thread ronh
Thanks AJ & Paul,

This was a question of mine that I had on the side.

Concerning the customer authentication for the online portion I would  
personally stay away from using e-mail address for authentication  
purposes due some accounts not having them on file until later.

The site I am working on now is sending out paper invoicest to  
customers who's only information we have on hand (initially) is full  
name and address. The only true constants for accounts are most likely  
going to be the there name and the arbitrary account number CitrusDB  
create's for them, and I'd prefer to keep it that manner for the login.

I guess what would be the nicest option is for the administrator to be  
able to configure what is used for the login on the online customer  
protion of the site. But I have no idea what would go into setting up  
a function like this.

Personally login via account number is the best in my eyes.

Quoting Paul Yasi <[EMAIL PROTECTED]>:

> You can actually start the customer account numbers at any number you
> want, maybe this should be a higher number by default.
>
> If you want to alter the customer table, you can run this SQL command
> to start the number at 1 for example:
>
> ALTER TABLE `customer` AUTO_INCREMENT = 1
>
> It may also be a better idea to use something like the customer email
> address as their account manager login instead of their account
> number... this is something to think about for future versions.
>
>
>
> Paul
>
> On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> only reason i wanted to do this was for users to be able to log into there
>> accounts. Im not fond of low 2-3 digit account numbers to start.. makes it
>> look like you have no customer base. plus its another number they have to
>> remember to get to there account.
>>
>> - Original Message -
>> From: "Paul Yasi" <[EMAIL PROTECTED]>
>> To: "For users of CitrusDB discussion"
>> 
>> Sent: Sunday, September 23, 2007 9:41 AM
>> Subject: Re: [Citrusdb-users] (no subject)
>>
>>
>> > It is not possible for citrus to change a customer's account number.
>> > Keeping the account number the same all the time is very important
>> > since it connects the customer with all their information.  I would
>> > not use a phone number as their customer number, the customer may move
>> > and get a new phone number, or in a super rare case that number may be
>> > assigned to someone else.
>> >
>> > You can still search by their phone number, and upon a match it will
>> > take you right to that record.
>> >
>> > Paul
>> >
>> > On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> >>
>> >>
>> >> is it possible to change a customers "customer number" ? Would like to
>> >> use
>> >> there phone number as their customer number.
>> >> -
>> >> This SF.net email is sponsored by: Microsoft
>> >> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> >> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> >> ___
>> >> Citrusdb-users mailing list
>> >> Citrusdb-users@lists.sourceforge.net
>> >> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>> >>
>> >>
>> >
>> >
>> > --
>> > The CitrusDB Project | http://www.citrusdb.org
>> > Open Source Customer Care & Billing System
>> >
>> > -
>> > This SF.net email is sponsored by: Microsoft
>> > Defy all challenges. Microsoft(R) Visual Studio 2005.
>> > http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> > ___
>> > Citrusdb-users mailing list
>> > Citrusdb-users@lists.sourceforge.net
>> > https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>>
>> -
>> This SF.net email is sponsored by: Microsoft
>> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> ___
>> Citrusdb-users mailing list
>> Citrusdb-users@lists.sourceforge.net
>> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>
>
> --
> The CitrusDB Project | http://www.citrusdb.org
> Open Source Customer Care & Billing System
>
> -
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
> ___
> Citrusdb-users mailing list
> Citrusdb-users@lists.sourceforge.net
> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>




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Re: [Citrusdb-users] (no subject)

2007-09-24 Thread itd
REMOVE this email from you Spam Listing 

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of
[EMAIL PROTECTED]
Sent: Monday, September 24, 2007 3:38 PM
To: citrusdb-users@lists.sourceforge.net
Subject: Re: [Citrusdb-users] (no subject)

Thanks AJ & Paul,

This was a question of mine that I had on the side.

Concerning the customer authentication for the online portion I would  
personally stay away from using e-mail address for authentication  
purposes due some accounts not having them on file until later.

The site I am working on now is sending out paper invoicest to  
customers who's only information we have on hand (initially) is full  
name and address. The only true constants for accounts are most likely  
going to be the there name and the arbitrary account number CitrusDB  
create's for them, and I'd prefer to keep it that manner for the login.

I guess what would be the nicest option is for the administrator to be  
able to configure what is used for the login on the online customer  
protion of the site. But I have no idea what would go into setting up  
a function like this.

Personally login via account number is the best in my eyes.

Quoting Paul Yasi <[EMAIL PROTECTED]>:

> You can actually start the customer account numbers at any number you
> want, maybe this should be a higher number by default.
>
> If you want to alter the customer table, you can run this SQL command
> to start the number at 1 for example:
>
> ALTER TABLE `customer` AUTO_INCREMENT = 1
>
> It may also be a better idea to use something like the customer email
> address as their account manager login instead of their account
> number... this is something to think about for future versions.
>
>
>
> Paul
>
> On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> only reason i wanted to do this was for users to be able to log into
there
>> accounts. Im not fond of low 2-3 digit account numbers to start.. makes
it
>> look like you have no customer base. plus its another number they have to
>> remember to get to there account.
>>
>> - Original Message -
>> From: "Paul Yasi" <[EMAIL PROTECTED]>
>> To: "For users of CitrusDB discussion"
>> 
>> Sent: Sunday, September 23, 2007 9:41 AM
>> Subject: Re: [Citrusdb-users] (no subject)
>>
>>
>> > It is not possible for citrus to change a customer's account number.
>> > Keeping the account number the same all the time is very important
>> > since it connects the customer with all their information.  I would
>> > not use a phone number as their customer number, the customer may move
>> > and get a new phone number, or in a super rare case that number may be
>> > assigned to someone else.
>> >
>> > You can still search by their phone number, and upon a match it will
>> > take you right to that record.
>> >
>> > Paul
>> >
>> > On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> >>
>> >>
>> >> is it possible to change a customers "customer number" ? Would like to
>> >> use
>> >> there phone number as their customer number.
>> >>
-
>> >> This SF.net email is sponsored by: Microsoft
>> >> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> >> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> >> ___
>> >> Citrusdb-users mailing list
>> >> Citrusdb-users@lists.sourceforge.net
>> >> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>> >>
>> >>
>> >
>> >
>> > --
>> > The CitrusDB Project | http://www.citrusdb.org
>> > Open Source Customer Care & Billing System
>> >
>> >
-
>> > This SF.net email is sponsored by: Microsoft
>> > Defy all challenges. Microsoft(R) Visual Studio 2005.
>> > http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> > ___
>> > Citrusdb-users mailing list
>> > Citrusdb-users@lists.sourceforge.net
>> > https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>>
>> -
>> This SF.net email is sponsored by: Microsoft
>> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> ___
>> Citrusdb-users mailing list
>> Citrusdb-users@lists.sourceforge.net
>> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>
>
> --
> The CitrusDB Project | http://www.citrusdb.org
> Open Source Customer Care & Billing System
>
> -
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
> ___
> Citrusdb-users mailing list
> Citrusdb-users@lists.sourceforge.net
> https://lists.sourceforge.net/l

Re: [Citrusdb-users] Invoices

2007-09-24 Thread Paul Yasi
Yes, this is possible using a unix command like wget run in cron, or
by running a modified einvoice php file from the command line php
interpreter.

To use wget,  one would also have to generate the right  login cookie
for this to work.  You would use wget to query a url such as:
http://www.yourname.com/citrusdb/index.php?load=billing&tooltype=module&type=tools&einvoice=on&billingdate=YYY-MM-DD&submit=Submit

It's also possible to rip out the web based php code from the
tools/modules/billing/einvoice.php file into it's own php file and,
modify that php file to login to the database and take some command
line inputs from a script in cron that knows what day it wants to
bill, then send that data through the same einvoicing process.

Paul


On 9/23/07, Jack Martin <[EMAIL PROTECTED]> wrote:
>
>
>
> Is there a way to make Citrus automatically generate and email the invoices?
> -
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
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> ___
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> Citrusdb-users@lists.sourceforge.net
> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>
>


-- 
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Open Source Customer Care & Billing System

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Re: [Citrusdb-users] (no subject)

2007-09-24 Thread AJ Becker
Paul, can this be done to a working system with current users? Where the 
next account would be the new #s? or would it have to be done before use. 
Also.. Your example context didnt work for me.. What exaclty do I have to 
type and how on mySQL.

Thanks

- Original Message - 
From: "Paul Yasi" <[EMAIL PROTECTED]>
To: "For users of CitrusDB discussion" 

Sent: Monday, September 24, 2007 2:24 PM
Subject: Re: [Citrusdb-users] (no subject)


> You can actually start the customer account numbers at any number you
> want, maybe this should be a higher number by default.
>
> If you want to alter the customer table, you can run this SQL command
> to start the number at 1 for example:
>
> ALTER TABLE `customer` AUTO_INCREMENT = 1
>
> It may also be a better idea to use something like the customer email
> address as their account manager login instead of their account
> number... this is something to think about for future versions.
>
>
>
> Paul
>
> On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> only reason i wanted to do this was for users to be able to log into 
>> there
>> accounts. Im not fond of low 2-3 digit account numbers to start.. makes 
>> it
>> look like you have no customer base. plus its another number they have to
>> remember to get to there account.
>>
>> - Original Message -
>> From: "Paul Yasi" <[EMAIL PROTECTED]>
>> To: "For users of CitrusDB discussion"
>> 
>> Sent: Sunday, September 23, 2007 9:41 AM
>> Subject: Re: [Citrusdb-users] (no subject)
>>
>>
>> > It is not possible for citrus to change a customer's account number.
>> > Keeping the account number the same all the time is very important
>> > since it connects the customer with all their information.  I would
>> > not use a phone number as their customer number, the customer may move
>> > and get a new phone number, or in a super rare case that number may be
>> > assigned to someone else.
>> >
>> > You can still search by their phone number, and upon a match it will
>> > take you right to that record.
>> >
>> > Paul
>> >
>> > On 9/23/07, AJ Becker <[EMAIL PROTECTED]> wrote:
>> >>
>> >>
>> >> is it possible to change a customers "customer number" ? Would like to
>> >> use
>> >> there phone number as their customer number.
>> >> -
>> >> This SF.net email is sponsored by: Microsoft
>> >> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> >> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> >> ___
>> >> Citrusdb-users mailing list
>> >> Citrusdb-users@lists.sourceforge.net
>> >> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>> >>
>> >>
>> >
>> >
>> > --
>> > The CitrusDB Project | http://www.citrusdb.org
>> > Open Source Customer Care & Billing System
>> >
>> > -
>> > This SF.net email is sponsored by: Microsoft
>> > Defy all challenges. Microsoft(R) Visual Studio 2005.
>> > http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> > ___
>> > Citrusdb-users mailing list
>> > Citrusdb-users@lists.sourceforge.net
>> > https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>>
>> -
>> This SF.net email is sponsored by: Microsoft
>> Defy all challenges. Microsoft(R) Visual Studio 2005.
>> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
>> ___
>> Citrusdb-users mailing list
>> Citrusdb-users@lists.sourceforge.net
>> https://lists.sourceforge.net/lists/listinfo/citrusdb-users
>>
>
>
> -- 
> The CitrusDB Project | http://www.citrusdb.org
> Open Source Customer Care & Billing System
>
> -
> This SF.net email is sponsored by: Microsoft
> Defy all challenges. Microsoft(R) Visual Studio 2005.
> http://clk.atdmt.com/MRT/go/vse012070mrt/direct/01/
> ___
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> Citrusdb-users@lists.sourceforge.net
> https://lists.sourceforge.net/lists/listinfo/citrusdb-users 


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