Page Comparison

Do you use Case Summary view (why, why not), or you go straight into products?

What informations would you like to see in Case Summary view? For instance, date the case was created, last update etc.

Do you use Timeline and Quote(s) tabs?

How would you exploit left hand nav? e.g. tabs with products, bigger sections such as Documents

What are your key tasks and goals in Case view?

What actions do you perform the most often, and you would like to have quick access to them?

What are your biggest frustrations in Case view

Would “global” notes feature be useful for you?

Which view is more legible for you? Blocks (e.g. applicants) or table? (e.g. current product)

What would be the best solution for a situation when you create a case and you don't know what product to assign? Is adding a "New Enquiry" a good solution? Do you use it?

Do you think applicants panels should be always visible? For example when you are in a product view, do you still want to see big applicants panels? How often?

What do you think about separating and grouping some panels instead of showing them all at one page? Or you prefer to have everything on one page, and have links that will scroll to the relevant panel (show 2 screens). Would you like to be able to define your own groups with panels?

In product view, what’s most important for you to see at the very top?