Design Description
When a user loginslogs in, they're directed to the Companies page. In the companies Companies page there is a side panel organizing all the companies into groups, and within each company there are links to the company's contacts, tasks and documents. New companies can be added directly on this page. New groups are added when you necessary in the creation of if necessary when a company is being created. Within each sub-item (item being contact, task, or documentsdocument) of the company are buttons to add new items affiliated to each items affiliated with that company. After clicking such one of these buttons, a window will pop - up where information will can be entered and then saved.
The other links in the navigation bar links of the Companies page direct the user to a page that shows all the items that have been entered so far. For example the Tasks link will show all the tasks in a table that is sortable and filterable. Within this link an page a user can add a new task , and a similar window will show up, with an additional field to link the task with and link it to a company. The contacts Contacts and documents page Documents pages will have a similar format. However, for documents it probably isn't necessary to force a link with a company. To To make changes to previously entered information, there will be an edit link that appears close to the item. The link shows up after hovering over it with a mouse, or by clicking on the item in some caseseach item in the Contacts field, and on each Company info page. Tasks and documents can be edited by clicking on them: doing so will open a button allowing some information to be changed.
Design notes:
Instead of an extra level in the side panel tree, there could be tabs within the main panel after selecting the company. The windows that appear will be dialogs within the page, not those annoying browser based pop-ups. However, if that is hard to implement, it could be a separate page that redirects to the existing page after the window is saved or canceled.
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Task 1: Adding a company
Ann login and clicks companieslogs in and sees the Companies page.
Ann clicks +Companies and a window appears. Since she has no groups she selects New Group from the Group drop down, another . Another window appears , where she types in the group's name.
Task 2: Editing a company/Adding Contact, Document, Tasks
She fills in the other information , returns which and saves. This returns her back to the now populated company Company page. She selects contacts Contacts from the tree.
Since this is a new company, there are no contacts in it, she . Ann clicks +Contact . A and a new window appears.
She fills in the information about the recruiter she met at the fair, saves, and returns to the page with the contact information.
She then selects tasksTasks, which looks very similar to the empty contacts Contacts page with just a button that says +Task. She clicks it an , and a new window appears.
She enters a reminder to herself to contact the recruiter, and then hits Save. She then repeats the thisreturns to the Add Tasks page from the Companies page, but adds a reminder to apply on googleGoogle's website. The window returns to the now populated Tasks page.
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She then clicks the documents link under Google in the side panel and is lead . This takes her to the empty documents Documents page.
She considers using an existing document and clicks on that link, showing the Add Existing Documents window.
She view views the documents that she has previously uploaded, and decided decides not to use any of them, and clicks cancel. Then She then clicks the add new document link which shows opens a different window.
She fills in the form, selects the File radio button and clicks the Choose File button where she finds . She uploads a copy of the resume she gave to the recruiter After saving, she views that there is a list on the documents page for Google noting that she submitted the resumeand saves, returning to the Companies page.
Task 3: Viewing Tasks
She Ann then clicks the task button in the navigational bar to see if she has any upcoming due dates soon.
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