Basic client data entry workflow issues
From a data entry workflow perspective, I'd like to outline a couple of annoyances in simple terms:
- When entering a new client, the Create Contact button obscures the bottom data cell. The page doesn't automatically scroll, but requires use of the mouse. The same when editing a client.
- If there is a USI data issue, rather than the relevant data cell being highlighted, which is pretty much at the bottom of the page, you land at the top, requiring the use of the mouse to scroll down a fair distance.
- When enrolling a client in a course, Select a Course Type shows courses that are up to 5 years old (!), again requiring a lot of mouse scrolling.
If you're doing this all day you get into a flow, but the first entry of the day is always annoying. How about just some minor adjustments to how this works?
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