Customer Dashboard

This page allows the user to view the customer details. Tell me more.

Select the “Customer Dashboard” link under the “Lead Management” business component.

The “Customer Dashboard” page appears.

Enter the following details in the “Customer” header:

Customer Code	The code identifying the customer (Alphanumeric, 18). Mandatory.
	Press <Enter> key.
	The system checks for the validity of the entered customer code. The system populates the address id list box with the ids that are mapped to that corresponding customer code.
	Help facility available.

The system displays the following details in the” Customer” header:

Customer Name	The name identifying the customer.
Status	The status of the Customer.
Customer Type	The code identifying the type of the customer
Industry	The code identifying the industry to which the customer belongs.
Reference Customer	The code identifying the reference customer.

Enter the following details in the group box:

Address ID	Use the drop-down list box to select the address id (Alphanumeric, 12). Mandatory.
	Press <Enter> key.
	The system checks for the validity of the entered customer code.

The system displays the following details in the group box:

Address Line 1	The first line of the address of the customer.
Address Line 2	The second line of the address of the customer.
Address Line 3	The third line of the address of the customer.
City	The name of the city.
State	The name of the state.
Zip Code	The zip code of the above address.
ISO Country Code	The code identifying the name of the country.
Phone	The phone number of the customer.
Fax	The fax number of the customer.
URL	The uniform resource locator (URL) for the email id.

Click the “Contacts” tab on the “Customer Dashboard” page to view the contact details.

The system displays the following details “Contacts” multiline:

Contact ID	The code identifying the contact.
Customer Name	The name identifying the last name of the contact.
First Name	The name identifying the first name of the contact.
Department	The code identifying the department to which the contact belongs.
Phone	The phone number of the contact.
Mobile	The mobile number of the contact.
E-Mail	The email address of the contact.
Fax	The fax number of the contact.

Select the “Specify Additional Details” link at the bottom of the “Contacts” tab to specify any additional details for the contact.
Select the “Create Activity” link at bottom of the “Contacts” tab to add any new activities.
Click the “Activities” tab on the “Customer Dashboard” page to view the activities details.

The system displays the following details “Activities” multiline:

Activity Type	The code identifying the type of the activity.
Date	The date on which this activity was created.
	Data hyperlink available.
Start Time	The time when the activity commenced.
Duration [H]	The number identifying the duration of the activity in hours.
Subject	The subject to be discussed during the activity.
Status	The status of the activity.
Sales Person	The code identifying the sales person.
Project Code	The code identifying the project.
Opportunity Desc.	A textual description of the opportunity.

Select the “Create Activity” link at the bottom of the “Activities” tab to create activity details.
Click the “Opportunities” tab on the “Customer Dashboard” page to view the opportunity details.

The system displays the following details “opportunities” multiline:

Opportunity Id	The code identifying the opportunity .
	Data hyperlink available.
Opportunity Desc.	A textual description of the opportunity.
Sales Type	The code identifying the type of sales.
Expected Order Date	The date on which the order is expected.
Estimated Start Date	The estimated start date of the project.
Estimated End Date	The estimated end date of the project.
Amount	The number identifying the amount of the project.
Status	The status of the project.

Select the “Create Opportunity” link at the bottom of the “Opportunity” tab to maintain opportunity details.
Select the "Create Quotation" link at the bottom of the "opportunity" tab to create quotation details.
Click the “Quotations” tab on the “Customer Dashboard” page to view the Quotation details.

The system displays the following details “Quotations” multiline:

Quotation No.	The code identifying the quotation.
	Data hyperlink available.
Opportunity ID	The code identifying the opportunity
Opportunity Desc.	A textual description of the opportunity.
Date	The date on which the quotation was prepared
Valid Till	The date till which the quotation is valid.
Expected Order Date	The date on which the order is expected.
Currency	The currency applicable for the quotation.
Total Value	The total value of the project mentioned in the quotation.
Success Probability	The probability of success for receiving the order.
Status	The status of the quotation.
Proposal No	A unique number identifying the proposal associated with the project.
Project Code	A unique code identifying the project referring the proposal.
Project Desc	The detailed description of project.
Project OU	A unique number identifying OU (Organization Unit) in which the project has been created.

Select the “Edit Quotation” link at the bottom of the “Quotation” tab to modify quotation details.
Select the “Authorise Quotation” link at the bottom of the “Quotation” tab to authorize quotation details.
Select the “Amend Quotation” link at the bottom of the “Quotation” tab to amend quotation details.

To proceed, carry out the following:

Select the “Create Customer” link at the bottom of the page to create New customer.
Select the “Edit Customer ” link at the bottom of the page to modify the details of already existing customer.
Select the “Additional Information” link at the bottom of the page to view the “Additional Customer Information” details.
Select the “Create Customer Contacts” link at the bottom of the page to create New customer contact details for the Customer.
Select the “Edit Customer Contacts” link at the bottom of the page to modify customer contact details.

Customer Dashboard – An overview

This page contains various tabs and tab information is as follows:

Contact Tab: This tab displays all the information about the customer such as Name, Department and other contact details for the specified address id.

Activities Tab: This tab displays all the details of the customer activities such as the Date, Type of the Activity, the duration and the status of the Activity. This tab also allows the user to create a new Activity.

Opportunities Tab: This tab displays the opportunity details such as the id of the opportunity, the type of sales, expected date of the order, the duration and the status of the opportunity. This tab also allows the user to create a new opportunity.

Quotations Tab: this tab displays the quotation details such as quotation number, the value of the order, status of the order and the probability of success of the project. This tab also allows the user to create a new Quotation.

This page also allows the user create Customer Contacts and Modify Customer Contacts.