BC defult:
After creating a new customer, BC will automatically create a new contact, type = company. There you can edit the profile questionaire.
My Customer's workflow:
My client is active in the B2C sector. All of his end-customers are persons and not companies. His time during a phone call is quite limited, so he wants to do as few clicks as possible.
And here comes the problem - limited time: It has to be possible to both...
- create new sales orders, track open orders, track the payments and statistics (Customer card)
- use the profile questionaire (Contact card)
... fast (on one page).
BC workflow: Way to time-consuming
Page Customer Card (21, Card) --> Function "Navigate / Customer / Contact" --> Page Contact List (5052, List) --> Function Select the line of the contact type person by clicking on the flow field --> Page Contact Card (5050, ListPlus) --> Function use the profile questionaire (--> Optional: Go back, in case the end customer on the telephone has some questions regarding his statistics)
My Idea to shorten the workflow: Put the profile questionnaire at the customer page
Customize the page customer card so that the profile questionnaire is editable from there.
But this would require to automatically create a contact, type = person. Is there a default setting for this? Otherwise, this'd be the next customization
