Introductions
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Third part - we have put together some initial concept ideas for restructuring the Case UI. They are lo-fidelity, which means they are basic in design. We would love your thoughts and ideas on what we have proposed.
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First Part
Fact Find UI Walkthrough
Give a walkthrough of the Fact Find UI
Ask for high level feedback
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Second Part
How brokers use the CRM
Initial questions
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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?
Would “global” notes feature be useful for you?
desktop vs mobile - for creating and managing cases?
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Third Part
Showing the prototype
Prototype:
https://www.figma.com/protofile/DMH6gCMeery6pHOOzl20Zb/Case?pagenode-id=1286%3A28298&node-id=2415%3A44149&viewport=985%2C1349%2C0.06&scaling=scale-down&starting-point-node-id=2415%3A44149&show-proto-sidebar=t=EuDxrja8pO7OTylJ-1
Creating a case wizard
Would this be helpful - would you use it?
Would you want control to switch it on and off?
Would help content help?
What info would you want to capture?
Would you add products?
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