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screenSpec: Customers > Customer Lists – OneSource: Inventory for QuickBooks Online screenSpec: Customers > Customer Lists – OneSource: Inventory for QuickBooks Online

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screenSpec: Customers > Customer Lists

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Overview

How it Works

Columns (options)

  • Customer #
  • Company Name
  • Prefix
  • First Name
  • Last Name
  • Title
  • Address 1
  • Address 2
  • City
  • State
  • Zip / Postal Code
  • Region
  • Country
  • Phone
  • Fax
  • Customer Service Rep
  • Products & Services
  • Active
  • Type
  • Sub Type
  • Status
  • Address Type
  • Source
  • SICCode
  • NumEmployees
  • LastCampaignDate
  • LastCampaignMethod
  • LastCampaignPiece
  • LastCampaignResults
  • NextCampaignPiece
  • LastContactDate
  • LastContactBy
  • LastContactMethod
  • LastContactResults
  • NextContactDate
  • NextContactBy
  • NextContactMethod
  • NextContactDescription (this will be 1/3

Gear (sections)

Dev Items / Tests

Things to Fix or Change

  • –Fix steves customer lists. (X)
  • –Remove the # records option. (X)
  • –Try to fill in the full screen, regardless of the screen resolution. (X)
  • –Make the column sorting work. (By default the Customer List will sort by Company Name). But, if the user clicks on another column it will sort by that column ascending. If they click the same column again it will sort by descending. if they click the refresh button it will refresh the records based on the users selected sort order. If they close and reopen the screen then it will revert back to the original, default sort order).

Things to Test

  • Add all pertinent fields to the drop gear list of options.
Previous screenSpec: Customers > Customer Add New
Next screenSpec: Customers > Portal > Settings > Customer Portal
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