CRM - UI Update Spike

This page is used to record comments on suggested tweaks to the development work to update the current version of the CRM with the new Ant design system UI.

Critical Update - Summary of issues

Wrong branding CONFUSION
Issues with button types, style and position LEGIBILITY INCONSISTENT
Form content alignment and spacing LEGIBILITY
Font sizes LEGIBILITY INCONSISTENT
Missing CTA buttons NAVIGATION

	Type	Request	Criticality	Status
1	Header	Replace all instances of eKeeper Logo with finova 'f' logo	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
2	Header	Menu items to match UI design - Change text colour to Finova Blue 700 (#5782C2) 100%, - Link state (hover, down, etc)... ie down state text is bolder - Response menu down to burger menu at same breakpoints as Fact Find - Add spacing between 'Create Case' button & ? icon - Remove '+' icon from 'Create Case' button - Replace avatar (currently a coloured circle) with Icon supplied from UX team	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
3	Text content	Replace all instances of 'eKeeper' text with 'finova Broker CRM' text	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
4	Buttons	Ensure buttons indicated as primary are correctly defined	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
5	Buttons	Ensure buttons indicated as secondary are correctly defined	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
6	Buttons	Ensure buttons indicated as tertiary are correctly defined	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
7	Buttons	Ensure primary buttons are styled correctly - (text size, colour, padding)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
8	Buttons	Ensure secondary buttons are styled correctly - (text size, colour, padding)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
9	Buttons	Ensure tertiary buttons are styled correctly - (text size, colour, padding)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
10	Buttons	Move buttons (primary and secondary) to footer where indicated	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
11	Footer	Ensure a sticky footer is present on all pages and popups (white background with top stroke)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
12	Footer	Reorder buttons in footer button group to match UI design - ie order of button group: (secondary buttons to left then primary button to right)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
13	Footer	Position the button group to match UI design - ie move button group to righthand side of the footer	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
14	Footer	Button label 'Save & Close' has now been changed to 'Save & Exit'	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
15	Footer	Add 'Back' and or 'Close' buttons to indicated pages to allow user to navigate back (without using the browser back button)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
16	Footer	Ensure 'Top' button appears on the far right-hand side of all sticky footers	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
17	Footer	Replace all instances of ‘eKeeper CRM V5X' text with 'finova Broker CRM’ text	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
18	Dashboard	'All Users' bar (circles with initials) - Decrease text size slightly - for initials - for names (underneath)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
19	Business summary	'Stages' bar (blue coloured boxes) - Decrease text size slightly - for numbers - for labels (underneath)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
20	Forms	Input fields - Ensure all input field labels are the same font size	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
21	Forms	Input fields - Ensure input text is the same font size as the field label i.e. needs enlarging in many cases	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
22	Forms	Input fields - Ensure spacing between label and input field is sufficient and consistent	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
23	Forms	Input fields - Ensure spacing between input field and icon is sufficient and consistent	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
24	Forms	Bullets - Vertically align text and bullet so as on same baseline, as shown in UI designs of Fact Find, and ensure sufficient space between bullet options	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
25	Forms	Checkboxes - Ensure bullet and label appear on single line and are vertically aligned on same baseline, as shown in UI designs of Fact Find, and ensure spacing between elements is correct and consistent	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
26	Forms	Bullet & Checkbox Labels - Where a label is long and breaks into multiple lines, ensure all lines left align	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
27	Forms	Page title headers - All should be Montserrat, Semibold 30px\|38px #494A4D	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
28	Forms	Panel title headers (featured on a page) - All should be Montserrat, Semibold 20px #494A4D	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
29	Forms	Popup window title headers - All should be Montserrat, Semibold 16px #494A4D (with 16, 24, 16, 24px padding)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
30	Forms	Product tables - Table heading vertical spacing sometimes incorrect (first line and second line overlapping)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
31	Forms	Product tables - Ensure table heading and column data is aligned	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A

	Type	Request	Criticality	Status
1	Business summary	Pagination controller - Change colour to Finova Blue 700 (#5782C2) 100%	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
2			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
3			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
4			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
5			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
6			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
7			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
8			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
9			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
10			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
11			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
12			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
13			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
14			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
15			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
16			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
17			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
18			CRITICAL DESIRED N/A	OUTSTANDING DONE N/A