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Give users the option on whether they use split view or full page view

Status: Accepted
by Copper Contributor SamMitchell ‎07-31-2014 03:02 AM - edited ‎07-31-2014 03:02 AM

In SalesLogix 8.0, Sage changed the layout of the main detail screens. Previously, where you were given a single page with a scroll bar, now you're given a static "detail" view at the top of the screen while your tabs reside underneath.

Although this may be seen by some as a favourable change, we're finding that this decission is proving unpopular with customers because of the way the tabs are now "squashed" at the bottom of the screen. Previously, they enjoyed the ability to view a single page of (for instance) contact information and to scroll up and down at their leisure depending on the data they needed to see.

Although they can use the "minimise" button at the top of the screen, the ability to do this is unpopular because it adds an extra click and hides off additional info that previously, they only had to scroll to the top to view.

Adding an option to allow users to choose between which view they'd like to use would be ideal.

(To clarify, by split view I mean the split between main information at the top and tab information at the bottom. I'm not referring to the LAN client split view where you can view details and group info on the same screen.)

Status: Accepted
Comments
by Moderator Moderator
on ‎08-14-2014 02:57 PM
Status changed to: Accepted
 
by Moderator Moderator
on ‎08-14-2014 03:03 PM

That makes sense. What are some options for changing the UI to allow for both options without creating a "Detail View Option" field in the User Options?

 

~Kevin

by Employee
on ‎08-18-2014 03:18 AM

Hi Kevin/Sam,

 

I have been thinking about this. My recommendation would be:

 

Make it a user config option in my opinion..

 

So the user options to choose are either:

a)      freeze my toolbar at top of detail view for any entity when scrolling

or

b)      freeze by toolbar & detail view for any entity when scrolling

 

Also allow the Admin to setup this up in user templates so defaults correctly when creating new users.

 

So add the above config option in User options. As I can see some customers will like option A and some will like option B (probably dependant on their screen resolution). 

 

Sam, does that makes sense to you?

by Copper Contributor SamMitchell
on ‎08-18-2014 03:24 AM

Hi Duncan,

 

Yes it makes sense and agree with your comment about allowing admin to change this on a user level for the purposes of templates.

 

The two options do also make sense, perhaps adding in brackets around option A stating:

 

"Freeze my toolbar at top of detail view for any entity when scrolling (For users with smaller monitor resolutions)"

 

or something along those lines may be worth adding too.

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