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<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Hello Saint,<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>I would suggest adding sample standard roles,
of which the common function of each role will have preset views (customizable
per user). Key lesson is to provide only what information is needed and nothing
more. Everything should fit in an 800 x 600 screen without scrolling vertically
or horizontally. Here are my suggestions:<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Salesforce Staffing<o:p></o:p></span></font></p>
<p class=MsoNormal><u><font size=2 color=navy face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:navy'>Sales Manager Homepage<o:p></o:p></span></font></u></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Front page will provide a summary of the
team he manages, with individual drill-down capabilities to product/Sales
Executive.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Summary would include new
leads/tasks/contacts obtained today, pending leads/tasks/contacts obtained by his
team.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>“Message to the team” function
with edit/display on all members homepage in his team.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>“Progress vs Target”
statistics and/or charts for the month/quarter/year<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><u><font size=2 color=navy face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:navy'>Sales Executive Homepage<o:p></o:p></span></font></u></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Front page will provide a summary of his
new leads, pending leads, follow up cases and (if possible) reminders to
contact clients who have not been contacted for x number of days/weeks/months based
on eg. Last sale/quote date (workflow related)<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>IF ENABLED, sales executive will be able
to compare his performance with the others in the team he is in<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>“Message to the team” function
for “online” Sales Manager updates <o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Management<o:p></o:p></span></font></p>
<p class=MsoNormal><u><font size=2 color=navy face=Arial><span
style='font-size:10.0pt;font-family:Arial;color:navy'>General Manager Homepage<o:p></o:p></span></font></u></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Front page will provide a summary of the entire
company, with individual drill-down capabilities to product/sales team manager/Sales
Executive.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Statistics for total leads/task/contacts
for individual teams and as an entire company, with charts to show
daily/weekly/monthly/quarterly performance on the various factors.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Summary of all aging/hottest products/etc and
other custom analytics that are relevant to management and strategic planning.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>This is what I can think up of so far,
will ask my team for feedback on the v5.0 UI and pass it along.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
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<p class=MsoNormal><b><font size=2 color=black face=Tahoma><span
style='font-size:10.0pt;font-family:Tahoma;color:windowtext;font-weight:bold'>From:</span></font></b><font
size=2 color=black face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma;
color:windowtext'> vtigercrm-developers-bounces@lists.vtigercrm.com
[mailto:vtigercrm-developers-bounces@lists.vtigercrm.com] <b><span
style='font-weight:bold'>On Behalf Of </span></b>Saint<br>
<b><span style='font-weight:bold'>Sent:</span></b> 20 March 2006 21:29<br>
<b><span style='font-weight:bold'>To:</span></b> LANCER : Developers List<br>
<b><span style='font-weight:bold'>Subject:</span></b> [Vtigercrm-developers]
Homepage - UI Discussion</span></font><font color=black><span style='color:
windowtext'><o:p></o:p></span></font></p>
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<p class=MsoNormal><font size=3 color="#000066" face="Times New Roman"><span
style='font-size:12.0pt'><o:p> </o:p></span></font></p>
<p class=MsoNormal style='margin-bottom:12.0pt'><font size=2 color="#000066"
face=Verdana><span style='font-size:10.0pt;font-family:Verdana'>Folks..<br>
<br>
Send in your thoughts about what do you wish to see in the vtiger home page. We
are trying to identify a common pattern of requirement from all your inputs. <br>
<br>
For example, as a sales person, what you wish to see in the home page (like Pending
tasks to be given more importance.. pending leads and contacts to be shown next
etc).. or, as a customer support guy, what you wish to see.. and more. You can
send in your general thoughts about home page too. :-)<br>
<br>
<br>
thanks,<br>
Saint<br>
<br>
</span></font><o:p></o:p></p>
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