Sage ACT! - ANY field on ANY layout

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ANY field on ANY layout

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Imagine a land, far, far away, where sales people were able to design screen layouts not based on restrictive rules, but where you could design your screen entirely based on function.

They had opening screens which showed a Contact Name field, and Company level address fields all existing in peace and harmony on a single page. When creating a new record, as they started typing the company name, a list appeared showing companies with a similar name that already existed in the database so they didn't duplicate entries, then the contact and company records were automatically linked.

They also had a Year to Date Sales field on the same screen showing revenue from this contact, and there was a bar-chart showing months of the year and sales for each month. Underneath was the same chart but showing the number of touch points, meetings and calls with that customer in each month.

They could also see a list of all the relevant attached documents in a single place irrespective of whether they had been created in ACT! or not.

These sales people were also highly effective because they could monitor not only their revenue figures but also their sales conversion rates at each stage in the pipeline.

I had a dream brothers and sisters. I had a dream.

Comments

Be careful - didn't the last person to "have a dream" get assasinated?

Great ideas as always.

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by on

I had suggested a similar thing to allow group information to be used in contact forms but I wasn't any where as eloquent as this. I like the way you said it better.

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Thank you!

Just to expand the idea a little...

The techies will point out that mixing fields in the way proposed is problematical because of the one-to-many relationship between the tables. But that's just a technical hurdle to overcome.

When I say "Field", let's thing more in terms of "Window", where a "Window" is a movable "Tab" that you can place anywhere on the screen.

(I seem to recall a chap called Bill Gates had a similar concept a while back. Not sure if it ever caught on ;-)

Jeff

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