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(1) Icon in the top right corner 

  • Tell Me allows you to search for pages, reports, and actions by entering keywords, pressing Alt + Q or clicking the lightbulb icon
  • My Setting allows you to change your role

(2) Navigation Bar - you can find the entity list according to your role.  For example, the link for Retail Projects, Sales Quotes and Sales Orders as well as Item, Contacts and Customer in Retail Sales Role Centre.

(3) Data Cue for Retail Job - Visual representation of ongoing Retail Job and the related status, the retail job can be filter by "salesperson" according to the setup in "User Setup" table.

(4) Data Cue for Upcoming Stock - Purchase Order for "Stock"

     Data Cue for Site Coordinate - Purchase Order with Stream Code is "Project" and Assigned User is current user

     Data Cue for Quotation Validity - filter Quotation with "Quote Valid To Date" is expired or in coming 10 days

2) 



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