OK in our case - The Challenge - The crew need to refer to the “Customer detail” 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
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Vital - The Customer Detail screen in our case holds notes (not seen in the screen shots provided) that hold unique and important customer detail.
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Information - This Customer Detail is vital when generating the Sales Order and following through the task to Sales Invoice creation.
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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.
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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).
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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.
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Quality – Emailed invoices contain most current customer detail
Other thinking from Oct ‘21 - Create Sales order directly from Customer Tab
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 …. 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.