Skip to Main Content
Product Suggestions
Created by Andrew Ardron
Created on May 8, 2018

Make the "communications" page(s) clearer, and more consistent

Contact:

1. Put the "Addresses" group into the communications page, just under the Primary contact details

2. so that you can get rid of the Addresses page - no need to have seperate page just for this

3. remove the "priority" and "last updated" columns from add-phone and add-email default layouts - they are just clutter. (these can be added back in via the "add fields" if anyone really wants them!)

4. In the add-phone there is a column for "Description" and "Type Description" - this is confusing. "Type Description" should probably just be "Type" ? And/Or remove one of these from the list?

5. Finally, move "Online" page up the list to being just under "Communication" - these two clearly go together

 

Division

1. Rename the Addresses page to be "Communication" so as to be consistent with the contact.

2. Add the "phone" and "website" fields (from the "details" group on a division layout) and duplicate them on this "Communications page", at the top of the page (Above the addresses) - in a group called "Primary Contact Details" - so as to be consistent and more like the contact layout

 

Communications Widget

1. Ideally, then, make the details page "Communications widget" have a "more" button or "open" icon that navigates to the communications tab. Once you have this you can:

2. Remove the "phone" and "website" fields from the "details" group on a division layout  to de-clutter it - as these are now clearly editable by linking from the communications widget.

2. Do the same on a contact screen too in order to de-clutter the contact details

  • Attach files