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Questions tagged [crm]

Posts that enquire about the CRM (Customer Relationship Management) application related user experience.

3
votes
3answers
114 views

How to arrange elements in a row with two distinct values?

I'm currently designing a CRM, and am wondering how to place a specific piece of contingent information in the table section. As you can see in the attached snapshot, the top row is slightly different ...
0
votes
1answer
136 views

Is it a bad practice to display both editable and non-editable fields together in a CRM-style interface?

Hi! I'm designing a CRM-style experience to help nurses manage their daily tasks, and I'm running into a bit of a dilemma. I want nurses to be able to quickly edit the "Due Date" and "Task Status" of ...
0
votes
1answer
114 views

ERP system for staff admins - managing complex information tree

I'm re-creating an internal ERP tool to manage user license, sales and customer information for a desktop 3D cad software. So something similar as an admin portal for Autodesk employees to manage user ...
1
vote
1answer
50 views

Making a flexible Interface for CRM App [closed]

I am working on a tablet app that will be used as a CRM, But as a app it needs to be flexible to have provisions for all the cases that could arise while interacting with a customer. As we cant put "...
0
votes
2answers
119 views

Payment button position

I am working on CRM system design. Recently working on billing page. I want to know that which is better for users. check below screenshot Sample 1 Full Page View
1
vote
2answers
136 views

Can I use animated emoji? [closed]

I am working on SASS based CRM system and I want to know if I can use emoji like Skype's emoji in my system. I want to put it on the subscription expiration page. Any suggestion apart from this?
1
vote
2answers
3k 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 ...
4
votes
1answer
167 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
74 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
205 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
149 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 ...
11
votes
7answers
2k 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 "no"...
0
votes
3answers
61 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
214 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
428 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 ...