On Friday 23 March 2007 11:58, Joshua D. Drake wrote:
> Front Page
> Links to: Customers, Vendors, Invoicing, Reports, Other (to be renamed)
> Displays by default, basic company info including:
> Who is over 30,60
> Current status of checking accounts
> *maybe* top 5 customers who haven't been contacted in 60 days
I've been giving this also some thought. For my customers using LSMB, I'd like
to see on the front page (or on a quick-access screen)
a) Quick-Enter Sales order, maybe ajax enabled
b) Quick-SO/SI order status lookup
c) Quick-enter Notepad.
They currently have a pad by each phone to scribble down orders as they come
in.
Perhaps this could be a separate function than your thinking, since I'm trying
to optimize for quick access to info from a call from a customer/vendor.
Maybe we can unify how this works, may a bunch of templates/modules that can
be easily re-arranged for each company?
Jason
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