User Interface Changes in wolkvox CRM: Design and Experience Optimization

wolkvox CRM has released an update to its user interface, designed to optimize navigation and improve system usability. This update includes significant changes in visual organization, placement of key elements, and interaction design, aiming to make the CRM more intuitive and efficient for users.

Although this update is not a complete redesign, it introduces improvements in specific sections of the interface, such as the home view of default and custom modules, button layout, and record interaction. These changes are intended to facilitate access to frequently used features and streamline daily workflows.

Benefits

• Improved usability: A more intuitive design that facilitates navigation and reduces the learning curve.
• Quick access to features: Reorganized buttons and elements to speed up frequent tasks.
• Enhanced visual experience: A modern and clean interface that improves readability and interaction with the system.
• Design consistency: Uniform presentation across default and custom modules.

Interface Redesign Phases in wolkvox CRM

The redesign of the wolkvox CRM interface will be carried out in several phases, gradually releasing each updated section in upcoming system versions. This approach allows for a smooth transition and progressive user adaptation to the implemented improvements.

With each update, the planned changes will be incorporated until the full interface redesign is achieved, ensuring a more intuitive, efficient, and modern user experience.

Specific Changes

Settings

The "Settings" button has been relocated from the left side menu to the top right menu, next to the user profile.

Previous location: Left side menu.

New location: Top right menu, next to the user profile.

User Profile

The "Profile" button has been moved from the left side menu to the top right menu, next to the notifications icon and username.

Previous location: Left side menu.

New location: Top right menu, within the username under the “My Account” option.

Create Record

The "Create Record" button, which allows users to create a new record in the current module, has been relocated and standardized in its naming.

Previous location: Top left of the interface.

Previous text: Varied depending on the module (e.g., "Create Case", "Create Contact", "Create Company").

New location: Top right of the interface.

New text: "Create Record" across all modules, standardizing the action regardless of the module.

Record Search in the Module

The "Search in Module" field, which allows users to search for specific records within the current module, has been relocated and simplified. Previously, users had to click the magnifying glass in the top left and select the "Search in Module" option. Now, the "Search in Module" field is directly visible at the top of the record list, providing quicker and more direct access to information search within the module.

Previous location: Option within the magnifying glass dropdown menu in the top left.

New location: Search field directly visible at the top of the module's record list.

Global Search

The "Global Search" button, which allows users to search for records across any CRM module that match the entered characters, has been relocated for easier access. Previously, users had to enter a specific module and then select the "Global Search" option from the magnifying glass dropdown menu in the top left.

Now, the "Global Search" button is located directly in the top right menu, represented by a magnifying glass icon. This allows users to perform system-wide searches without first entering a specific module, streamlining the search process and improving the user experience.

Previous location: Option within the magnifying glass dropdown menu in the top left, after entering a module.

New location: Magnifying glass icon button in the top right menu, accessible from any CRM screen.

Advanced Filters

The "Advanced Filters" button, which allows users to search for records that meet specific conditions set in the filter panel, has been relocated to improve accessibility and visual organization of the interface.

Previous location: Top left of the record table.

New location: Top right of the record table, next to the column settings and data export options.

Columns

The "Columns" button, which allows users to filter and customize the display of specific columns within a module, has been relocated to improve accessibility and interface organization.

Previous location: Top left of the module's record table.

New location: Top right of the module's record table. This facilitates quick access to customize which columns are displayed in the table.

Download Filtered Excel

The "Download Filtered Excel" button, which allows users to download a CSV file containing the records currently displayed in the table (including only filtered records if a filter is applied), has been relocated to improve accessibility and interface organization.

Previous location: Top left of the record table.

New location: Top right of the record table. This facilitates quick access to download data in CSV format, whether all records or only filtered ones.

Default Filters

The "Default Filters" button, which allows users to filter the record table using predefined options based on the current module, has been relocated to improve accessibility and interface organization.

Previous location: Top left of the record table.

New location: Top right of the record table. This facilitates quick access to predefined filtering options, allowing users to apply common filters more efficiently.

Bulk Actions

The "Bulk Actions" button, which allows operations such as "Import and Update," "Mass Delete," and "Merge Duplicate Records" depending on the user's profile permissions, has been relocated to improve accessibility and interface organization.

Previous location: Within the dropdown menu next to the button for creating new records.

New location: Top right menu of the record table. This facilitates quick access to bulk actions, allowing users to perform batch operations more efficiently.

Kanban View in the Opportunities Module

The button that allows switching to Kanban view in the Opportunities module has been relocated to improve accessibility and user experience.

The Kanban view displays opportunity records as cards organized by their status, making it easier to manage and track them in a more visual and intuitive way.

Previous location: Top left of the record table.

New location: Top right of the record table.

Record Table Pagination

The pagination of the record table, which allows users to view the number of records and switch pages, has been relocated to improve navigation and ease of access to this functionality.

Previous location: Top right of the record table.

New location: Bottom of the record table.

Action Ribbon When Selecting Records

The interface of the buttons available when selecting one or more records in wolkvox CRM has been redesigned. Now, when records are selected, a black ribbon appears at the top of the table, containing all available buttons to perform actions on the selected records.

Previous design: Basic options like "Delete" or "Assign" appeared individually and scattered.

New design: A black ribbon with all available buttons, organized and accessible in one place.

Added button: "Select all records," which allows users to quickly select all records in the table.

Available Buttons Depending on Module, Permissions, and Field Types:

• Update column: Allows updating a specific field value in the selected records.
• Mass task: Assigns activities such as calls, tasks, meetings, or notes to another user.
• Send email: Sends an email to the address assigned to the selected record.
• Insert into campaign: Inserts selected records into a wolkvox Manager campaign.
• DNC configuration: Adds or removes the record from the Do Not Call list.
• Convert: Available only in the Leads module, allows converting the record into a company, contact, or deal.
• WhatsApp, SMS, and DNC: These appear if there is a phone-type field and the user profile has the necessary permissions.