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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) | |