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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 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'><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 like to add my observation on this
“Detailed View”.<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'>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:<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>
<ul style='margin-top:0in' type=disc>
<li class=MsoNormal style='color:navy;mso-list:l0 level1 lfo1'><font size=2
color=navy face=Arial><span style='font-size:10.0pt;font-family:Arial'>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. <o:p></o:p></span></font></li>
<li class=MsoNormal style='color:navy;mso-list:l0 level1 lfo1'><font size=2
color=navy face=Arial><span style='font-size:10.0pt;font-family:Arial'>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.<o:p></o:p></span></font></li>
</ul>
<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'>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.<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'>Finally I certainly do hope that this
would set the fundamental workflow system in place for the workflow module!<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> 27 April 2006 23:45<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]
LANCER : Related Actions link: Will thishelp?</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><font size=2 color="#000066" face=Verdana><span
style='font-size:10.0pt;font-family:Verdana'>Guys,<br>
<br>
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? <br>
<br>
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.<br>
<br>
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. <br>
<br>
<br>
regards,<br>
Saint<br>
<br>
<img width=1024 height=1500 id="_x0000_i1025"
src="cid:image001.jpg@01C66B24.45417430"></span></font><o:p></o:p></p>
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