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

[Richie]

Hello! 
 
Great feedbacks! 
 
It will be nice to get some of these kinds of feedbacks on the other modules as well. The tech aspects can be handled that is not an issue at all. 
 
If we could get similar feedbacks for all the other modules as well, we could plan on providing a generic set of features. 
 
Richie 
 





---- Saint<saint at vtiger.com> wrote ---- 

   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
 
     _______________________________________________ This vtiger.com email is sponsored by Zoho Planner. Still scribbling down your To-Do's on bits of paper & palms of your hands? Try the AJAX enabled, personal organizer online, Zoho Planner for FREE instead! http://zohoplanner.com/?vt     _______________________________________________
This vtiger.com email is sponsored by Zoho Planner. Still scribbling down your To-Do's on bits of paper & palms of your hands? Try the AJAX enabled, personal organizer online, Zoho Planner for FREE instead! http://zohoplanner.com/?vt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20060501/7e1a5d52/attachment-0005.html