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Thread: Simple UI Enhancements

  1. #1
    atheimer98 is offline Sugar Community Member
    Join Date
    Dec 2005
    Posts
    202

    Default Simple UI Enhancements

    I just wanted to share an easy enhancement I've been using to help standardize my sales team's call subjects. Many
    CRM's offer a dropdown for the call subject but this approach is less clicks than a dropdown.
    I've basically inserted plan html code above the editview and quickcreate forms for my calls so that my sales rep can simply choose the standard subject of their call with ONE click. I use a simple javascript block right above
    the tr that holds the subject field. I'd love to hear other suggestions and opinions on this approach as well!

    <tr><tr><td colspan="4">
    <A href="#" onclick="document.callsQuickCreate.name.value = '10-Initiate Sales Contact'; return false">10-Initiate Sales Contact</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '20-Information Exchange'; return false">20-Information Exchange</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '30-Qualify Interest';return false">30-Qualify Interest</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '40-Schedule Demo';return false">40-Schedule Demo</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '45-ReSchedule Demo';return false">45-ReSchedule Demo</a> •
    <br>
    <A href="#" onclick="document.callsQuickCreate.name.value = '50-Demo';return false">50-Demo</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '60-Configuration Discussed';return false">60-Configuration Discussed</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '70-Propose/Quote';return false">70-Propose/Quote</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '80-Commitment to purchase';return false">80-Commitment to purchase</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = '90-Order Processing';return false">90-Order Processing</a> •
    <A href="#" onclick="document.callsQuickCreate.name.value = 'Follow Up';return false">Follow Up</a><br>
    </td></tr>
    Attached Images Attached Images  

  2. #2
    sankar is offline Sugar Community Member
    Join Date
    Dec 2005
    Posts
    145

    Default Re: Simple UI Enhancements

    Actually this is great one. I am actually planning to put some task related UI fields in the editview of a module. That is, when I am saving a contact, a dropdown to schedule a task will be offered. When the user is creating a new contact, on the same screen, they can create a meeting/task.

    Yours is great one too.

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