We are looking for some place that can be a main stop for everything related to customers, customer information workbench tends to be a good candidate.
Attached files of customer information workbench are modified to have:
1. A button linked to CRM Account screen.
2. A button linked to A/R workbench.
3. A query button to refresh all the information in this screen except for C/C parments.
4. Invoice list shows 0 and non-0 balance,most recent records at the top.
5. Right click on sales order, find 2 more menu,shipment status and shipment, for shipment information.
6. Credit limit is added to this screen.
7. Credit Status is bold.
C/C Payments list shows us only the C/C payment when charging the customer from the sales order. We find the list not very useful if the information is limited this way.
Please see if these feasible. Thanks!
Steps to reproduce:
Read more at http://www.xtuple.org/mantis/view.php?id=5941
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