user experience

Work smarter with our improved user experience

“I don’t know what ye did but it just feels better…” This was the first reaction we received from a customer after a recent interface update. We’ve made a number of subtle but important changes to streamline the user experience while working with OnePageCRM.

Improved user experience

A major update here involved the use of a new, browser-optimized typeface which is a popular choice for working on touch screens due to its chunky and clear design. We’ve unified and optimized styles of the front end elements such as dropdowns, links, buttons etc so you’re familiar with the app’s behavior in every case and know what to expect when you working. This clean up also had a positive effect on the app’s speed. Other important areas which have been updated include:

A new location for configuring your Action Stream

When speaking with our customers, we noticed that some people had difficulties finding the Action Stream configuration. In response to this, we redesigned and relocated these settings. We removed the ‘Stream Options’ link and introduced a more familiar gear icon placed just beside ‘My Action Stream’. The gear icon displays when you mouse hover over ‘My Action Stream’ to enable you to update your setting very quickly when you need it.

Old New_Congifure Button

Refining the flow of Custom Fields

Custom fields was the next area that we looked at. In order to solve the clutter involved when a large number of fields with extra long labels were used, we took on a more top-down approach to maximize the available space. We’ve placed the field labels above their values to give a better flow when reading them and if you’re using multiple custom fields per contact this should be easier to tell them apart at a glance.

Custom Fields

Relocated edit Deal stages option

To edit your deal stages funnel you must navigate to the Pipeline page. We’ve simplified the layout of this edit option and moved it closer to the onscreen funnel itself so that it’s more intuitive to manage the changes you’re making.

Edit Deal Stages

That’s it for this update. Let us know what you think of these new changes and how they impact the way you work with OnePageCRM. Keep your feedback coming in by commenting, tweeting @OnePageCRM or emailing me at brianm@onepagecrm.com

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Brian McHale
Brian McHale
Brian is a fan of all things technology, website and startup-related. A strong supporter of keeping the human 'personal touch' alive in sales, Brian is also a believer that "anything which can be successfully automated, should be".

2 Comments

  1. Good Morning Brian,

    I have been experiencing page loading issues over the past week. The page will state that it is loading but then freezes my whole computer system. I have recently added more contacts and found the area in add notes where I can put an attachment document from my computer. I have been adding a PDF of pricing to customers contact page so that all of my information is in one spot (I love that this makes my job faster!) but I think since doing this it bogged down the CRM. The spot where it gets stuck is random, I could just be adding call notes without an attachment or resetting the date, then when I click on action stream to get back to today’s calls it locks. Have there been any other issues like this? Can this be fixed?
    Thank you,
    Andrea Meehan
    Account Executive CPI Divisions 800-752-4622

    • Brian McHale says:

      Hi Andrea,

      I’m sorry to hear you’re having troubles with using OnePageCRM. I see here that Carmel from our Customer Success team has been on to you on the phone and hopefully that should help solve your issues. If you’re still having trouble please let me know and I’ll be happy to take another look at it.

      All the best,
      Brian

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