Questions tagged [crm]
Posts that enquire about the CRM (Customer Relationship Management) application related user experience.
18
questions
10
votes
3
answers
4k
views
Colour rule for multiple buttons in a complex platform
I'm currently designing a CRM which includes a lot of forms and modules. I have been struggling to decide the colour rule for the buttons especially having to incorporate branding colour into the ...
- 653
0
votes
2
answers
382
views
Is it bad practice to put hover interactions in a table?
Hello!
I'm designing a CRM table view for a medical web app, and a core need of our users (mostly surgeons and nurses) is to quickly ascertain the compliance of their patients by viewing
whether or ...
- 533
3
votes
1
answer
413
views
Ideas for *intuitive* bulk action pattern for a medical CRM?
Hi everybody,
I'm designing a patient list page (shown above) for a medical CRM, and two main user needs are sending messages to multiple patients at once, and deleting multiple patients at once. I'...
- 533
4
votes
3
answers
182
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 ...
- 533
0
votes
1
answer
1k
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 ...
- 533
1
vote
1
answer
197
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 ...
- 853
1
vote
1
answer
69
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 "...
- 128
0
votes
2
answers
236
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
- 418
1
vote
2
answers
157
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?
- 418
3
votes
2
answers
5k
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 ...
- 131
4
votes
1
answer
263
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 project ...
- 55
1
vote
1
answer
92
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.
...
- 205
1
vote
1
answer
283
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 ...
- 55
1
vote
3
answers
182
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 ...
- 153
12
votes
7
answers
3k
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"...
- 223
0
votes
3
answers
72
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 ...
- 2,689
0
votes
1
answer
292
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 ...
- 3,034
2
votes
2
answers
568
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 ...
- 1,833