Welcome to the guide on navigating the Customer List and Preview Pane in split view within SIX ERP. This manual is designed to make your experience seamless and efficient, whether you're reviewing customer information or accessing detailed profiles. Here’s how to get started:
Login to SIX ERP: Start by logging into your SIX ERP account with your credentials. Make sure you have the necessary permissions to access customer data.
Navigate to Customer Management: From the left menu pane, find and click on Customers > Customers. This will take you to the area where you can manage all customer-related data.
Enter Split View: Within the Customer Management section, click on a companies name, which will initiate "Split View."
In the realm of digital harmony, where perfect UX meets impeccable UI, navigating through the complex web of data entities becomes not just intuitive, but a snap. This seamless integration is the cornerstone of efficient workflows, transforming intricate data management into a simple, delightful journey.
The split view divides your screen into two panels:
Left Panel - Customer List: This side displays a list of all your customers. Here, you can scroll through to find specific customers or use the search function for quicker access.
Right Panel - Preview Pane: When you click on the name of a company from the list on the left, the right panel will refresh to show you a brief preview of the selected customer's profile.
Select a Company: In the Customer List on the left panel, click on the name of the company whose information you wish to view, alternatively you may use the Action Button on the right side of each customer record by selecting "Preview". This action will open the Preview Pane in the right panel of the split view.
Preview Pane Overview: The Preview Pane provides a snapshot of the customer's essential information, including contact details and recent interactions, allowing for quick access without navigating away from the list.
For a deeper dive into a customer's data:
Within the Preview Pane, you will find a button labeled "DETAILED PROFILE." Clicking on this button will transition you from the split view to a comprehensive interface dedicated to the selected customer.
Exploring the Detailed Profile: In the detailed profile, all data related to the customer is presented, including their linked associations with other data entities within SIX ERP. This interface provides a holistic view of the customer's interactions, transactions, and relationships within the system.
Navigating Linked Data: The detailed profile interface allows you to explore connections between the customer and other data entities such as transactions, contacts, and projects. These links are interactive, enabling you to access and review related information seamlessly.
Quick Toggle: Learn the keyboard shortcuts for faster switching between the Customer List and Preview Pane.
Customize Your View: Adjust the split view settings to accommodate your preferences for the best viewing and navigation experience.
Utilize Search and Filters: Make use of the search function and filters in the Customer List to quickly find specific customers or groups of customers based on criteria like location, industry, or account status.
This manual aims to enhance your proficiency in navigating the Customer List and Preview Pane in split view within SIX ERP, ensuring a smooth and productive experience. For further assistance or questions, please refer to the SIX ERP help center or contact your system administrator.