2 results found

1. New Design - button shifts not good

   Changing button placements at the bottom of pages by sliding all buttons to the center is not working for our team. It will lead to us clicking on the wrong button frequently. We placed them very carefully on the right, center or left of the screen to enable easy identification of actions that will happen when pressing those buttons.

   Mushing all buttons in the middle is going to lead to many mistakes being made by system users who can have 7 buttons on the bottom of the screen. Not ideal. Changes on our part will mean revisiting EVERY screen in every role to figure out how to make it more manageable to carry out tasks.

   Changing button placements at the bottom of pages by sliding all buttons to the center is not working for our team. It will lead to us clicking on the wrong button frequently. We placed them very carefully on the right, center or left of the screen to enable easy identification of actions that will happen when pressing those buttons.

   Mushing all buttons in the middle is going to lead to many mistakes being made by system users who can have 7 buttons on the bottom of the screen. Not ideal. Changes on our part will mean revisiting EVERY screen in… more

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Implemented  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   This was a defect and will be addressed in the November service pack.

2. ability to separate linked UTAs on the left hand side menu

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on the activity itself. (5.png)

   This would be great if we could just replicate this functionality.

   Goal
   Goal ability to separate linked UTAs on the left hand side menu (see 1.png).

   Current state
   At the moment linked UTAs are enabled using standard fields visibility. (2.png)

   This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)

   From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.

   Proposed solution
   We need ability to separate those groups.

   I think we should have the toggle to do it just like on the Activity List standard field. (4.png)

   And on… more

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Implemented  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   This is available today.