2.55-10. New tab in the Business Partner - "Interactions"

General Description of the Feature

The goal of this future is to create a new tab in the Business Partner page, in order to have an overall view of all interactions with the customer.

The tab contains two sections:

• The Timeline - This timeline has a predefined timeframe that can be adjusted by the user which shows all the interactions via certain icons.
• The Grid list - Underneath the timeline is a grid list with detailed information of all interactions.

Timeline-A user can filter the results by clicking the icons:

• Calendar (From-To Dates)

• All Categories

• All Contact Persons

• All Vehicles

The timeline shows all interactions via icons in a horizontal line and by default this is the timeframe of 12 months.

The timeframe of the this can be defined/changed through a setup.

Grid list

The following fields are displayed in the list:

• Date (Date, the specific interaction took place).

• Category (general category of the interaction – based on the “type” of the interaction).

• Link (link to the specific business process within DSW/DASW.

• Description (description of the interaction. For Example “Offer” for a category “Sales Lead”).

• Status (status of the certain category. For Example “Initial Contact”).

• Model (model of the vehicle).

• License Plate (license plate, if available, of the vehicle).

• VIN (VIN, if available, of the vehicle).

• User (the user who created the interactions).

• Notes (notes for the specific interaction – for example the “history notes” in the sales lead workflow).