Customer Overview
Customer Overview is an M3 Experience Designer application that streamlines the management of customer data. Sales managers and other job roles can access and update customer details, view contact information, financial information, credit limits, invoices, agreements, and orders in one location. The application supports conditional styling and integrates with H5 to provide access to related actions.
The application eliminates the need to switch between multiple M3 programs to access customer data. By consolidating all relevant information and actions in one location, the application reduces delays and improves efficiency for completing daily tasks.
Using this application, you can leverage these benefits:
- View and manage customer data in a centralized location, reducing the requirement to navigate multiple M3 programs.
- Search capabilities enabling you to search for customer records and updates, including addresses, contact persons, financial details, and credit limits.
- Comprehensive access to agreements and open invoices, along with a complete view of all open, late, and delivered orders.
- Perform related actions through H5 integration and enhance workflows.
- Identify important information at a glance with conditional styling.
Although you can use the application as delivered, create a copy of the standard application to align with your business processes and maintain stability as updates are deployed. If the application includes a custom list, copy and modify it to meet customer requirements and preserve functionality.