Slide notes:
The Customer Dashboard is the primary entry point to do a new Quotation for
a Customer, and where all history for this Customer comes together.
Slide 2
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At the Customer prompt, we can type "new" to create a new
Customer account, or we can select an existing Customer by the lookup, by
entering the Account code, or by using intuitive lookup.
Slide 3
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For example, we can type part of the Customer name to find the Account.
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Slide 7
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Here we will find the records of all Items ever ordered by this Customer,
and we can drill into any Item to see the history.
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Slide 10
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Slide 12
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We can access information on Orders in progress as well as prior Orders.
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Slide 14
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We can also drill into cancelled Quotations and Prior Quotations, and we
can work with current Quotations for this Customer.
