Navigation and Dashboard
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- functionality split across several modules; partner module is used from finance module and other interoperation.
- functionality is hidden in long menu paths.
- can edit previous partners, special menu with last used partners.
- a task panel consists of several sections that can be extended and collapsed
- the goal is to guide the user quickly to the tasks that she needs to do, and links to recent activity of the user
- even quick find controls can be integrated
- simple example of how to use normal Panels, without using yet another user control: http://www.codeproject.com/KB/vb/HomemadeXPPanel.aspx
- (1) sample for the Partner Find Screen (was done using http://www.codeproject.com/cs/miscctrl/TgXPPanel.asp)
- (2) another sample for Finance Module screen
- (3) for the main screen
Outlook like Panel
- only one panel is open at the time
- the other panels are collapsed; they can be shown as items at the bottom of the side panel, or as icons, or hidden completely (a menu brings them back)
- see also the explanation of functionality of the Outlook sidebar here: http://www.c-sharpcorner.com/UploadFile/scottlysle/OutlookDesignWithMultiviewControl12142006004810AM/OutlookDesignWithMultiviewControl.aspx
ListView
- in the centre panel, a List view (list, big icons, small icons; using groups; using descriptions ie subitem) shows the available tasks
Dashboard
- above or below the listview, we can have several other panels
- eg. a dashboard with charts etc
- direkt link to detailed reports etc
- show recent partners, batches, etc
Calendar panel
- on the right side, there is a collapsable panel with calendar, and reminders etc
Search boxes
- there should be a search box on top of the list view
- default search should be for some data relevant on this page (eg. Partner Name for Address module)
- drop down allows to search for other relevant data; select Invoice Ref/Number, Supplier name, etc; also drop down: advanced search, which opens a window with filter etc
- is it possible to search for several criteria and return all results?
- result: show the fullblown find screen?
- search for tasks
Hierarchy of tasks
- Modules
- implemented as top level folder in Outlook style bar (only one visible at one time)
- eg. Finance, Personnel
- Custom Module as well where users can add favourite tasks
- Module
- implemented as collapsible panel in outlook style task bar
- eg. Finance: Gift Processing, General Ledger, Accounts Payable, Budget, Setup
- SubModule
- implemented as Link on the collapsible panel in left bar
- eg. Finance/General Ledger: Setup, transactions, Reports, Period-End, ICH processing
- Task Group (can be skipped?)
- implemented as group in ListView
- eg. General Ledger/Setup: Accounts, Costcentres, Other
- Task
- implemented as item in ListView; subitem contains the description
- eg. General Ledger/Setup/Accounts: add posting account; add foreign currency account; import chart of accounts; show account hierarchy; rename account; etc.
- basically uses the same screen, but presets selection etc.
- should be picked up from source code, with description?