For small companies with 1-2 employees, each employee must perform multiple tasks, which is my case.
At the moment I deal with the problem by opening on log-in 4 action windows: customer invoices, customer shipments, production and sales and switch between the tabs in order to see if there are any tasks to be performed.
Then I am also responsible for purchases (supplier invoices downloaded by custom module, checking and paying, supplier shipments), dunning, monitoring stock and some other tasks which should be checked once a day.
I know about the dashboard module, but it requires a lot of screen real estate to be useful.
Also dashboard does not help me identify what needs to be acted on.
I would like to ask how other small business owners deal with this issue.
I have also had a lingering idea for some time for a “todo” module where it should be possible to define criteria in order to show resources on which the user needs to act. This way the user could have the todo window open and check if there are any records from multiple models that need his attention. If there is no good solution to this problem, and if this idea has any merit, then I will create another topic in feature request.
PS: I am aware that the point of an ERP is to automate as much as possible and to be able to delegate.