This is pretty common request. I have made many custom solutions for this type of work. Here are a few approaches I've deployed:
- Does your company use an ERP system? You can make an add-in that connects with ERP systems to pull in customer data into your data card fields
- You can also make a secondary database with a customers table when an ERP can't easily be leveraged. Then use the add-in from #1 to populate the data card fields based on which customer is selected.
- You could use XML import to populate fields on the data card coming from an XML file from your ERP...as long as those fields are mapped to SW properties.
- If you don't need to always have all the customer information, you could use just the customer name and populate a pull down list with a SQL query against EPDM database based on any customer name that has ever been used on any data card.
- You could investigate using an online Customer Relationship Management (CRM) software like Mavenlink, Insightly, or Big Time.
There may be other solutions that would fit your needs better but these are the ideas I've used that work well.
I recommend a combination of #1 & #2. If you are interested in the ERP add-in OR the secondary customer database and would prefer to outsource the work, let me know.
Hope this helps.
Tim is right, you need to store this information in a database outside of the EPDM vault. It could be just a plain database or another commercial system, just don't add a table to the existing EPDM database.
You can use a tool like Pigeon Hole (example: PigeonHole with SQL - YouTube ) to populate the data/template card from this external database, or write your own custom API.
Thanks for your input Jeff.
Thanks Tim, this was what I expected. Not sure what path I am going to take but I will keep your thoughts in mind moving forward.
On top of the other suggestions, I've used the API to write information to the "Dictionary" in EPDM. These are tables in the vault database that can store data for you if you'd rather not use a different database.