Customer_Man(Part 1).docVIP

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Customer_Man(Part 1)

Customer Management Cannot double click on the category or classification. Should provide a tools for user to select criteria other than Golden Label Customer My corporate customer Screen operations problems: All fields should be in gray color before ‘change’ button is pressed. It is to indicate that the record cannot be changed. (including the ellipsis button and combo box – they should not be activated before ‘change’ button or ‘add’ button is added.) Keyboard tab function is not operating properly (Cannot tab across all fields to be changed or added) For the derived fields that cannot be edited, please gray out the field. Main telephone should be put under the address. User cannot have a main telephone number before any number is added. In addition, the main telephone cannot be edited (derived field). Hence it should put under the address. Should have description to describe the field when mouse on. E.g. Site Introduction, Site Category because these two fields are difficult to understand. Should always have a undo button for repudiating the changes The content on the list applet is not all the information of customer and changes canNOT be made at the list applet. The PowerCRM should at least determine what are the basic information requires to fill-in in order to complete the add customer process. At the moment, I can create customer without entering the name. It should not happen. When ‘TAB’ is at edit mode, user should NOT be able to jump to the next ‘TAB’ until the confirm until is pressed for that TAB The list applet should be able to display more fields when the monitor is at 1024x768 mode. The form applet should be scale accordingly when display has changed to 1024x768 mode Should have a information line indicating how many total records and the count of the highlight record in the list applet. Currently it is a function for the list applet. Should display in a easier to spot location. (suggest to be the bottom of the screen) The functionali

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