XPM Client Information - Editing
The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.
• the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.
• The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to locate the information to update
• sections with drop down options have the title of the drop down populated in the same font and colour as those section where you have actually chosen something from the list, making it difficult to identify which section has information and what is actually ‘blank’.
Please consider the following changes for the Edit screen
• make the headings bigger, move them to the left and consider changing the colour
• remove the excess white space
• put the name of the section next to the section rather than on top of it (same as the layout on the information screen)
• remove the name of the drop down list from that section and just leave the icon so we know there is a drop down list available
Carole Smith
shared this idea
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Rachel McCoy
commented
as the Admin Manager for our firm, my team is constantly adding new clients, updating client info before appts, etc. The new layout is awful, agree that there's way too much white/blank space. Also missing that you could just open/close the sections that you need, rather than endlessly scrolling. Also agree that formatting of sections/headers/etc needs rethinking. Entity/Display Name should also have a 'copy' option next to it rather than having to highlight (as great new feature they've applied to TFN/ABN/ACN). On an entity card, the fact 'Referral Source' is the first detail displayed is bizarre. Verified Indiv is entered under 'Client' but once saved, its viewed under 'Tax'. Also can't seem to Archive/Restore a client on their screen, instead have to go back to the Client list window, tick or 3dots to archive. There's probably more but they are the main issues I've faced so far.