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0
votes
1answer
130 views

Web GUI pattern: How to design complicated multi-level nested forms in an ERP system

I am on designing an ERP application. We have many forms with nested objects inside and many form elements. I tried to design the form like this example. But it seems that showing nested forms and ...
11
votes
7answers
1k views

How can I ensure users understand how to answer SMS correctly?

I work on a CRM system for healthcare and there's a feature where we send an SMS to a patient reminding her of some scheduled consultation. The patient can then answer the SMS with either "yes" or ...
1
vote
0answers
89 views

Working groups, 2 different approaches

I am building a working group module for a CRM. The goal of the module is allowing user to share anything under a specific domain. With working group module users can create: A sales team A projet ...
1
vote
1answer
42 views

What and how many discrete priority values should I use to describe importance of announcement inside web application

I develop CRM for my company. I created module to post announcements for rest of the crew. I would like to create scale of importance to choose from like 4 values: 1,3,5,7 or descriptive values. ...
1
vote
1answer
129 views

Dealing with street for a perfect CRM software [closed]

We are planning to build a CRM software for SMBs. CRM will be on cloud and intended to publish as SaaS. I am responsible from analyzing task. And I do not want to make a sedentary analyzing for our ...
1
vote
3answers
82 views

Is it possible to apply a valid usability test to a huge CRM software as a single person?

I was wondering is it possible to apply a valid usability test, with a limited people (just me as a UX analyst, and people who i can find for fidelity tests etc.). The software is not open to the ...
0
votes
3answers
54 views

Removing an account/user from scope

I'm working on a CRM at the moment which allows an operator to search for a customer and verify them, after which the whole system is aimed to work on that customer's account. I'm working on the UX ...
0
votes
1answer
119 views

What is the most appropriate classification for email accounts in a CRM?

Most everyone has an email account for use at work, and the email account we use as private individuals. In a customer relationship management tool, how would you manage those to make the distinction ...
1
vote
2answers
246 views

entering multiple, role-specific contacts on a customer record

Our business-focused web app helps small vendors manage food deliveries to small or large companies. I'm looking for UX ideas for the part of the app where users enter contact information for delivery ...