[Vtigercrm-developers] LANCER : Related Actions link: Will thishelp?

[Nicholas Chan]

Hello team,

 

I would like to add my observation on this "Detailed View".

 

Before this is rolled out "all out", I believe the more important thing is
that this would be one of the beginning steps of Sales Automation, this
example would aptly be the "order progress". I would see this screen being
particularly useful for Account Executives and Field Sales:

 

*	Able to check on previous orders from this client; if a "quick
notes" section that can list out some user configurable details such as
"Last order date", "Last order size", "Any outstanding cases", etc on the
right column just above the "Actions" would be a great assistance. 
*	Able to pull data seamlessly from all modules (ie. Price book, terms
and conditions from existing options) without needing to "right-click and
open" other tabs.

 

An enhanced version for management purposes would be to allow all detailed
views to open up as below, including those that are "done" so as to do
checking. Versioning for any adjustments and auto-numbering (with reference
on who adjusted what) would be important also in this screen.

 

Finally I certainly do hope that this would set the fundamental workflow
system in place for the workflow module!

 

  _____  

From: vtigercrm-developers-bounces at lists.vtigercrm.com
[mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Saint
Sent: 27 April 2006 23:45
To: LANCER : Developers List
Subject: [Vtigercrm-developers] LANCER : Related Actions link: Will
thishelp?

 

Guys,

Check the attached image. We are thinking about providing relevant
actions/links in major modules (in detailed view, espicially). What do you
think? will this help the users? will it improve the user experience? 

Example 1. Say for example, When you are viewing a Quote, you can generate
an invoice/sales order  directly, also one can track similar quotes using
the information of that particular quote like account name, potential name,
address, or products etc.

Example 2. Another example is .. when you are viewing a product details, you
cna create a quote/invoice/sales order, track all quotes pertaining to that
product etc. 


regards,
Saint



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