Hello,

I would like to give some feedback on the new home interface.

In our experience, it seems too visually cluttered. There is a lot of information displayed at once, which reduces overall readability. The eye has to filter through more data, making it difficult to quickly find important information.

In our case, we sometimes have several quotes for the same customer. Displaying the quote number vertically creates large blocks and makes the interface much less readable. Furthermore, if I need to access all of a customer's quotes, I can simply click on the customer to find all the detailed information in their file.

Furthermore, it would be very useful if, when entering a customer's interface, there was an "Invoice" tab after the tabs: Quote, Payment, Project, Conversation, Documents, Gallery, Calendar, History. This tab would make it easy to find all the invoices related to the project, which is currently missing.

And speaking of billing documents, it would also be very useful to be able to see whether the customer has read or viewed an invoice, as is already the case for quotes.

We would prefer a more streamlined interface, similar to the previous one: a simple view, with the option to access details only when clicking on the customer, as before.

Best regards,

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Status

Completée

Board
💡

Idées

Date

About 1 month ago

Author

CYRIL BESNARD

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