Francisco Orozco Consultant

Wish there is an option to easily visualize, identify, inquiry or report on business contact person relationship account leads per aging day count. For purpose to identify legal entity business relationship aging count in number of days or number of interactions by main responsibles. Not easily inquiring or visualizing CRM contact person account leads relationships business aging, user may potentially not easily visualize potential dashboard or graph generations based on aging days or based on interaction counts.

Wish there is future option to easily capture reportable integration count and/or potential future business lead account relation aging count days, for purpose of future easy dashboard graph generation or statistics. (e.g. upload balances)

Wish there is an option to easily compose a wizard template (default or associate mandatory fields) and easily attached to a customer and/or to a user (e.g. training user) for purpose to better assist accurate the end user (while on training) and/or customer (speed up process). Not featuring template wizards easy composure and easily association to a master record and/or an end user (e.g. tools, options), potential end user on training and/or master record (e.g. customer) operation process maybe potentially slower. Featuring template wizards, users might potentially easy transition from training to a medium or advanced experts while processing customer operations or advanced customer operations (e.g. exploring BOM, creating a manufacturing order, advanced payments, displaying or visualizing an item to be purchases, pass guidelines questions, conditions, terms, product variables, etc..).

Wish there is an option to easily compose a wizard templates (default or associate mandatory fields) and easily attached to a customer sales order lines and/or to a user (e.g. training user) for purpose to better assist accurate the end user (while on training) and/or customer, or item sales order lines (speed up process). Not featuring template wizards easy composure and easily association to a master record and/or an end user (e.g. tools, options), potential end user on training and/or master record (e.g. customer) operation process maybe potentially slower. Featuring template wizards, users might potentially easy transition from training to a medium or advanced experts while processing customer operations or advanced customer operations (e.g. exploring BOM, creating a manufacturing order, advanced payments, displaying or visualizing an item to be purchases, passing item guidelines questions (e.q. item benefits, advantages, product appearance, brand, manufacturing, technical specifications, conditions, terms, product variables, etc..).

Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. item number, item master configuration, item variables). Not featuring template wizards to master records, for purpose to maintain as best uniform data entry as possible, with a guided assistant wizard, end user might potentially use conventional form technical features (e.g. skip, hide, show, rename, etc...) rather then featuring an assisted guided wizards with option to include (guidelines questions, e.g. conversion instructions or conversion examples, groups, BOMs, packagings, pricing methods, international inbound or outbound item codes, sales tax, vendor/customer external item and description, weights, reordering points, minimum, maximum, default vendor (s), item picture, etc.. ). Featuring easy composure of template wizards and easy association to master records, user (e.g. training end user, basic user) might potentially have additional tools when becoming medium or advanced user, may better assist vendor-customer, system administrator, CFO, and potential better assist or speed master record (e.g. inter-company) creation, or other. Featuring conventional record templates maybe helpful, however featuring template wizards might be optimum or potentially ideal.

Wish there is an option to easily setup item number creation masks, not featuring item masks per item or item configuration master, along with variables, user might potentially future item mask conventionally on head-mind, rather then featuring default from system, inventory parameters, item parameter, or item group. Featuring item number creation masks, might be ideal to better uniform data, data consistency, better assist CFO, system administrator and may better assist potential new users or users on-training or during training, or basic users.

Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. customer or shipment bill of lading). Not featuring template wizards to master records, or operation transactions for purpose to maintain as best uniform data entry as possible, with a guided assistant wizard, end user might potentially use conventional form technical features (e.g. skip, hide, show, rename, etc...) rather then featuring an assisted guided wizards with option to include (guidelines questions (eg. weight to be total, sales order listings, hazard material, hazard material classifications, driver, transport plates, grand total weight, estimated calculated delivery time, number of stops, total pallets, etc... ). Featuring easy composure of template wizards and easy association to master records, user (e.g. training end user, basic user) might potentially have additional tools when becoming medium or advanced user, may better assist bill of lading user, system administrator, CFO, and potential better assist or speed bill of lading master records (e.g. customer, items, bill of ladings, sales order, logistic transportation, item classification, hazard materials, item classification inbound/outbound, bill of lading descriptions, etc. ) creation.

Wish there is an option to easily default item default preferred description of goods-markings from bill of lading default descriptions (auto-generated and defaulted summarized form sales order listing or shipments).

Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. one time vendor or conventional vendor, or vendor groups). Not featuring template wizards to master records, for purpose to maintain as best uniform data entry as possible, with a guided assistant wizard, end user might potentially use conventional form technical features (e.g. skip, hide, show, rename, etc...) rather then featuring an assisted guided wizards with option to include (guidelines questions). Featuring easy composure of template wizards and easy association to master records, user (e.g. training end user, basic user) might potentially have additional tools when becoming medium or advanced user, may better assist projects, system administrator, CFO, and potential better assist or speed master record (e.g. project billing, project planning, project budgeting, project billing) creation.

Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. billing with customer-vendor external description, employee name and role, project investment graph of completion, legal entity item descriptions, billing along with budgeting comparisons, planning revisions inclusions, project replacements, customer preferred invoice layout templates, etc...). Not featuring template wizards to master records, for purpose to maintain as best uniform data entry as possible, with a guided assistant wizard, end user might potentially use conventional form technical features (e.g. skip, hide, show, rename, etc...) rather then featuring an assisted guided wizards with option to include (guidelines questions). Featuring easy composure of template wizards and easy association to master records, user (e.g. training end user, basic user) might potentially have additional tools when becoming medium or advanced user, may better assist projects, system administrator, CFO, and potential better assist or speed master record (e.g. project billing, project planning, project budgeting, project billing) creation.