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Question | Comments |
|---|---|
Should we have some kind of global fact find? Or Fact Find should ALWAYS be related with a specific product? | |
Is it worth to include some Case data/statistics at the case summary page? What data can we show that would bring value? e.g. date of case created, last update, by who etc. | |
Is summary a proper place to have data such as Customer other products? It’s seems more like a products summary, should we have a separate section for such data? | |
What about quick actions ideas? How could it work? Should they be accessible from Case level? e.g. bottom nav, and brokers select what they would like to have there | |
Notes - currently notes are associated with an individual product. Should we expand it with some kind of global notes? Similar to what we’ve done for FF. Would there be a value for such thing? | |
Should there be some documents shared across the entire case? So for example documents, or files shared for all products within the case | |
Considering the same layout being used for IM - So this layout has to work both for cases with 1-2 applicants, and 30 applicants, or multi products. Should we allow users to switch view between blocks and table? | |
How groups with products work? (Residential Desk, Commercial Desk etc). Are they created by brokers? or they’re default? What’s the average number of products for brokers? | |
How New Enquiry work? Are all brokers aware that it works as a product placeholder? Shouldn’t it always be visible when adding a product? Is it worth to rethink this solution? | |
Can products be archived, or only deleted? If so, how does that work? Is it worth to have an Archive section? | |
Product view
Question | Comments |
|---|---|
What would be the most relevant things to show at the top of a product view along with the product stage? For instance Fact Find, Sourcing e.g? | |
What do you think about grouping panels? Should they be grouped by default, or brokers would be able to create their own groups? | |
If panels were fixed, we could have for instance a Diary tab, and the UI would be individual for this panel (e.g. Calendar/Diary view for this product), instead of having yet another panel. We could do the same for History, etc. Currently there are so many tables and product view is so heavy with text | |
What panels should have their own sections? e.g. Documents, diary? | |
How important it is to display detailed data about users in the product level? How often they may be in a situation when they need to refer to this data when working on a product? | |
Can we drag & drop panels to change order instead of updating this in settings? That could have lock/unlock experience same as on the dashboard | |
Can we allow brokers to add more custom fields? (Further Details currently, and only 1 panel available) Can we allow them to edit name of the panel? | |
How should panels work? Should we imply single column view, but sill allow brokers to choose whether they want to have single or 2 columns view? Some panels (e.g. tables) don’t look good in single column view | |
How does Sourcing exactly work? Can we show it in some other way than CTAs? as a panel for instance showing only sourcing options that broker can do (based on his integrations etc) | |
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