The Application
Using Custom fields we can manually achieve a good and stable result delivering exactly what we need but the setup is intensive. For us the use of this custom field reduces the number of clicks to obtain customer information and notes from any Quote, Sales Order, Invoice etc. When detail is clicked it automatically opens a new window / tab revealing key information on the particular customer.
OK in our case - The Challenge - The crew need to refer to the âCustomer detailâ a lot for every work incident. Certain notes and information from the customer detail is inputted into the Sales Order at creation time.
Solving to a degree
Vital - The Customer Detail screen in our case holds notes (not seen in the screen shots provided) that hold unique and important customer detail.
Information - This Customer Detail is vital when generating the Sales Order and following through the task to Sales Invoice creation.
Speed - The Customer Detail changes in our transient world and this could allow the staff to access and easily adjust those changes on the fly eg. while customer is on the phone or at reception in real time as Sales Order constructed.
Update to date - It is vital that our customer data is always accurate and in a way this will engage staff to ensure that it is current. (No excuses).
Access - It potentially reduces the number of clicks to obtain customer information and notes from any Quote, Sales Order, Invoice etc. When detail is clicked it automatically opens a new window / tab revealing key information on the particular customer.
Quality â Emailed invoices contain most current customer detail
Use case : We have a situation where we have many many customers and as a result when creating a sales order to locate and select the correct customer is not practical from the sales order tab ( or from invoice or quote tabs).
So the customer tab is used in the first instance to verify the correct customer and info âŚ. why you guessed it ⌠the customer tab holds easily viewed customer data to verify correct information such as telephone, email and address Data. The customer is then noted and Sales Order produced.
@compuit, based on your description, your crew should just keep a second Manager window open to the Customers tab all the time. That way, they can look up customers, edit their information, etc.
If you are constantly adding new customers anyway, this will facilitate their addition. Having an active hyperlink on various transactions will do you no good if the customer isnât already in the database or there is no transaction on which to click. Train your crew to always look to the second window for customer confirmation, verification, updates, status, etc. Since you are very customer focused, and already storing special information there, that should your crewâs base of operations.
Using the second Customer Screen you still need to switch to it from wherever are in Manager then search / lookup the customer, hopefully no typos and secondly many customers have similar names. We are already using the method you suggested but it is not as fast and sure fire as the detail link we have tested and introduced.
Yes Tut, thank you we know that and nowhere are we talking about creating new customers. To make it simpler⌠it is about quickly accessing and managing the integrity of the detail information we maintain for each customer and pushing it into the respective Sales Order. Actually Tut it is written aptly in The Challenge - The crew need to refer to the âCustomer detailâ a lot for every work incident.
Have it your way, @compuit. But referring does not include managing integrity of detail, which you have indicated want to be able to do. That still involves going to the Customers tab to, for example, update a telephone number or add notes. You seem to be thinking only of the beginning of a process instead of the entire process.
Not sure what you are talking about. The detail link we create is super convenient and fast from any form where customer appears. One click on edit and changes can be made. However we mostly need the unique customer notes data.
Clearly Tut you missed a key point you, please read my first response to you. âUsing the second Customer Screen you still need to switch to it from wherever are in Manager then search / lookup the customer, hopefully no typos and secondly many customers have similar names. We are already using the method you suggested but it is not as fast and sure fire as the detail link we have tested and introducedâ.
Thank you Ealfardan, this is constructive and will look into the method and options to get the data needed, maybe we will engage someone to do the job.
