Desktop design updates
Contact Records
In the desktop view, we wanted to open things up and to provide a cleaner, more concise view of the contact records. You’ll notice right away that:- the graph on the contact record page has been removed
- the contact profile photo placeholder is no longer visible - collapsed by default
- contact record details are more open and not hidden by default
- lead scoring/ points have shifted and are now located on the sidebar panel (below the fold)
Activities Bar now given more prominence and takes up larger proportion of the screen layout, providing an easier at-a-glance view of all contact activities
A NEW Task Notification Icon
A NEW Task Notification Icon has been included next to the search icon on the header navigation which will indicate when there is a notification to check and address.
New enhancements include when a task is assigned
New enhancements include when a task is assigned to another user, an email notification is delivered to the assignee
An “Add Task” action has been added to campaigns module
An “Add Task” action has been added to Campaigns module
Mobile design updates
Contact records
The mobile experience, via browser, offers the same functionality that is found in the desktop experience but in a truly mobile responsive design. It offers an enhanced layout and design by integrating an easy-to-navigate interface to view and manage contacts.Main navigation updates
The Main Open Menu makes use of the entire screen, providing all menu options upfront and centre delivering cleaner navigation at a glance
Improving what was previously a congested contacts record page, the new interface has been opened up providing a cleaner look with all relevant functionality still in place and a clean navigation bar including the new notifications icon.
Contact/Lead list updates
Sticky header layout updates
Update header right panel button group
- removed add contact button
Update header left panel button group
- update layout
- moved campus options to the center
- removed filter options
Update leads row
- Add email
- Add lead status
Add functional CTA
- add dial phone/mobile number button
- add send SMS button
- add send Email button
Individual Lead/Contact Page
Sticky menu updates
We’ve incorporated a sticky, or fixed, header to improve the navigation on-screen and re-arranged the button order to create a better transition when clicking the search buttonMain header updates
In the header section, we removed the profile thumbnail as well as the first and last name and replaced them with buttons that allow you to set a Phone Call, Send SMS, and Email
Lead information updates
In the mobile view, we updated the layout by removing unnecessary or redundant details. More crucial information was moved to the top so that it was up front and centre while removing the Profile picture, Points, Address, and Engagement graph.
Contact information tabs update
Selecting the Contact Information tab/arrow, reveals a new drop down menu of field group details. Field Groups drop down reduces clutter, freeing up space and improving the design.
View Activities dropdown updates
When selecting View Activities dropdown, it opens up the contact’s activities that can be navigated by using the touch-drag-slider feature.
