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.

For reference, 2 miro boards have screenshots from the UI spike screens with instances of the comments mentioned in the following tables, mapped out in detail.
https://miro.com/app/board/uXjVMXK-nP0=/
https://miro.com/app/board/uXjVMW0RIZ8=/

Critical Updates - Summary of issues

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

	Type	Request	Criticality	Outcome Comment	Phase	Status
1	Header	Replace all instances of eKeeper Logo with finova 'f' logo	CRITICAL DESIRED N/A		IT'S IN!	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 - navigation items into burger menu - breakpoints as Fact Find - Add spacing between 'Create Case' button & ? icon - Remove '+' icon from 'Create Case' button - Replace avatar (coloured circle) with burger menu	CRITICAL DESIRED N/A	To confirm - ticket to restyle the header already in play?	IT'S IN!	OUTSTANDING DONE N/A
3	Text content	Replace all instances of 'eKeeper' text with 'finova Broker CRM' text	CRITICAL DESIRED N/A	Would need to confirm all areas where this appears and then, IT'S IN!		OUTSTANDING DONE N/A
4	Buttons	Ensure buttons indicated as primary are correctly defined	CRITICAL DESIRED N/A		OOFT	OUTSTANDING DONE N/A
5	Buttons	Ensure buttons indicated as secondary are correctly defined	CRITICAL DESIRED N/A		OOFT	OUTSTANDING DONE N/A
6	Buttons	Ensure buttons indicated as tertiary are correctly defined	CRITICAL DESIRED N/A		OOFT	OUTSTANDING DONE N/A
7	Buttons	Ensure primary buttons are styled correctly (text size, colour, padding)	CRITICAL DESIRED N/A		IT'S IN?	OUTSTANDING DONE N/A
8	Buttons	Ensure secondary buttons are styled correctly (text size, colour, padding)	CRITICAL DESIRED N/A		IT'S IN?	OUTSTANDING DONE N/A
9	Buttons	Ensure tertiary buttons are styled correctly (text size, colour, padding)	CRITICAL DESIRED N/A		IT'S IN?	OUTSTANDING DONE N/A
10	Buttons	Move buttons (primary and secondary) to footer where indicated	CRITICAL DESIRED N/A	Big testing impact	OOFT x2	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		IT'S IN?	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	Footer - would have to do this on many many pages	OOFT	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	Footer - would have to do this on many many pages	OOFT	OUTSTANDING DONE N/A
14	Footer	Button label 'Save & Close' has now been changed to 'Save & Exit'	CRITICAL DESIRED N/A	Search, review, & replace. Probably not mission critical	IT'S IN?	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		IT'S IN!	OUTSTANDING DONE N/A
16	Footer	Ensure 'Top' button appears on the far right-hand side of all sticky footers	CRITICAL DESIRED N/A	Footer - would have to do this on many many pages	OOFT	OUTSTANDING DONE N/A
17	Footer	Replace all instances of ‘eKeeper CRM V5X' text with 'finova Broker CRM’ text	CRITICAL DESIRED N/A	Would need to confirm all areas where this appears and then, IT'S IN!		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		IT'S IN!	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		IT'S IN!	OUTSTANDING DONE N/A
20	Forms	Input fields - Ensure all input field labels are the same font size	CRITICAL DESIRED N/A		OOFT	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		IT'S IN?	OUTSTANDING DONE N/A
22	Forms	Input fields - Ensure spacing between label and input field is sufficient and consistent	CRITICAL DESIRED N/A		IT'S IN?	OUTSTANDING DONE N/A
23	Forms	Input fields - Ensure spacing between input field and icon is sufficient and consistent	CRITICAL DESIRED N/A		IT'S IN?	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		IT'S IN?	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		IT'S IN?	OUTSTANDING DONE N/A
26	Forms	Bullet & Checkbox Labels - Where a label is long and breaks into multiple lines, ensure all lines of text left align	CRITICAL DESIRED N/A		IT'S IN?	OUTSTANDING DONE N/A
27	Forms	Page title headers - All should be Montserrat, Semibold 30px\|38px #494A4D	CRITICAL DESIRED N/A		IT'S IN? :)	OUTSTANDING DONE N/A
28	Forms	Panel title headers (featured on a page) - All should be Montserrat, Semibold 20px #494A4D	CRITICAL DESIRED N/A		IT'S IN? :)	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		IT'S IN? :)	OUTSTANDING DONE N/A
30	Forms	Product tables - Table headings - vertical spacing sometimes incorrect (ie first line and second line text overlaps making heading illegible)	CRITICAL DESIRED N/A		IT'S IN!	OUTSTANDING DONE N/A
31	Forms	Product tables - Ensure table heading and column data is aligned	CRITICAL DESIRED N/A		IT'S IN!	OUTSTANDING DONE N/A

Desired Updates - Summary of issues

Colour correction CONSISTENCY
Tab styling and alignment LEGIBILITY
Icons CONSISTENCY
TinyMC styling LEGIBILITY
Enhanced Input field to label alignment CONSISTENCY
Breadcrumbs CONSISTENCY
Page specific tweaks

	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	Forms	Tabs - Alignment issue on smaller screens	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
3	Forms	Tabs - Standardise all tabs to the style used on 'Edit existing customer' page but without the italic font - ie change to regular font	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
4	Forms	Icons - Can all icons associated with an input field be moved to the right of the field	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
5	Forms	Icons - Update icons to Font Awesome icons	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
6	Forms	TinyMC interface Remove bevels from buttons	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
7	Forms	Input field & label alignment as the UI design - Right align input field labels - Left align associated input fields	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
8	Settings Forms	Breadcrumbs - Change 'Home' to 'Dashboard'	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
9	Settings Forms	Breadcrumbs - Delete background tint	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
10	Settings Forms	'Edit Existing Simple Task' page - Place icon in to container that holds colour (suggest 48px x 48px)	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
11	Settings Forms	'Edit Existing Simple Task' page - Place new icon container in centre of table cell	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
12	Settings Forms	'Maintain Birthday Communications' page - Delete background tints	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
13	Settings Forms	'Edit Search View' page - Make text in 'Available fields' font=regular - Make text in 'Currently Selected Fields' font=Semi-bold	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
14	Settings Forms	'Page List: Burrow Fact Find' page & 'Page List: Generic Fact Find' page - Align diagram left	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
15	Settings Forms	‘Edit SMS Template’ page - Add space between listed items	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A
16	Settings Forms	‘Edit SMS Template’ page - Move actions, associated with listed items, to right of item text on same baseline	CRITICAL DESIRED N/A	OUTSTANDING DONE N/A