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

[Saint]

Yes, this enhancement sounds more meaningful. But I wonder, will that 
affect the performance? Coz i guess there might be a high load over the 
DB query, mining huge data for few relevant details.

May be, can we use AJAX here? so that the left side UI loads first.. 
then asynchronously the right side details such as "Quick notes, Last 
Order date" etc will be loaded? Well, I am not a techie coder and I dont 
know if that thats really a performance bottleneck or not. So, I leave 
it to you folks. :-)

My idea is something like this :


Saint






Nicholas Chan wrote:

> 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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