all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Blue
|
|
|||
|
|||
|
|
|
Notes:
|
|
-Notes from a rep/consultant in Denver – She wants more and more customer bases sales reports – What are my sales by customer type, by gender, by age, by city, by state, by time of day, etc. She would love to be able to search and show customer demographics alongside of sales and items. Basically, add pre-filters to sales reports based on fields held in the customer’s table. -It would be really cool if you could pick what fields to show based on customer, main invoices, invoice line items (parts), and invoice payments. All of these relationships exist but they are held in multiple one-to-many relationships. For example: Of the visa payments, how many were made by females vs. males. All the data exists but it gets connected through multiple different tables and relationships. The deeper people go – the more inter-connected relationships and/or matrix-type info they want to see. -We have a growing need that is a two edge sword – some of our users and businesses need more options and more complexity. This could be more controls, more custom options, more settings, more permissions, and more details. On the other hand – we have other users and businesses that need and want more simplicity and almost a “dummy” or “dummied down” level. This includes limited options, rigid paths to follow, clean and simple interfaces, locked doors and windows, and ease of use. Our goal is to walk that line and help create a balance between the needs and wants. We have stated this before but we are going to be adding more options and settings in order to become more simple. In the meantime it may look like we are getting more complicated but the goal is to allow custom usage which includes simplicity. -The more you get data – the more you understand what it can do – the more you want. -Our rep that gave these ideas today made an interesting observation about sales and support. She is one of our top reps out in the field. She said “there seems to be a direct relationship between sales and support.” I know that sounds simple and it is but we may not be focusing on that aspect. We just want more sales and are wondering why they don’t just happen. The answer may be the support component of something along these lines. -As we grow – we know that we will need more and more servers and processing power. As we grow – we may also need more and more reps and consultants. |