Usability and Other Improvements
- Ioana Kocurova
Usability Overview
Several improvements have been done in this release that allow for personalisation and improved user experience in Pricefx. Key areas affected by these upgrades are system configuration (Custom logo, Disable auto-save) and table options.
Enhancements for Clover Club
The Clover Club release brings several enhancements that smooth out the user experience within the application. They aim at empowering you while allowing customization or personalization of selected features the application to better meet your needs and corporate identity.
Faster and easier display of fields in tables
Logo customization and corporate identity color coding for application header
Possibility to enable or disable the auto-save function in Quoting.
Table Column Options
The new functionality is designed to improve user ability to manage column view options within a table.
Key features include the ability to search within columns to add them to the table or remove existing columns. You can now use a drag-and-drop functionality for changing the order of multiple columns at once. The drag-and-drop feature makes the interface more intuitive targeting increased productivity and ease of use.
Furthermore, mass operations allow you to: freeze or unfreeze multiple columns simultaneously, make multiple hidden columns visible at the same time and select and remove multiple visible columns at once.
UPGRADE VALUE: A more efficient and user-friendly experience for managing data displayed in tables. We understand that you need to handle large datasets or perform bulk actions, which can save time and reduce repetitive tasks.
LEARN MORE: If you want to know more about Table Options, check out documentation here.
Efficient Data Management: The ability to search within columns and add or remove them from the table makes it easier to quickly find and display the data you need. This reduces the time spent manually adjusting the table layout.
Bulk Operations: The introduction of mass operations allows you to perform actions on multiple columns simultaneously, such as freezing/unfreezing, making hidden columns visible, and removing visible columns.
Intuitive Interface: The drag-and-drop functionality for changing the order of multiple columns at once makes the interface more user-friendly. You can easily rearrange the columns to suit your preferences, enhancing efficiency and reducing the need for manual adjustments.
Custom Logo
Having a personalized logo offers several benefits. Firstly, it helps establish and reinforce brand identity, making the brand easily recognizable and memorable. In Clover Club you can incorporate the logo into the application, maintaining brand consistency, reinforcing brand message and values.
UPGRADE VALUE: Personalization, brand identity and corporate identity maintenance.
Save v. Auto-save in Quoting
With the Clover Club release there are the following settings for the Quoting module:
Autosave – Sets the autosave feature on and off.
On (default) – Quotes are saved automatically immediately after creation and after any change made by the user. Newly created empty Quotes can still be discarded. Switching autosave on disables the Create Quote Option.
Off – Quotes must be saved manually – a warning dialog is displayed if you try to close a Quote with unsaved changes with the option to save or discard them.
If a Quote product filter logic is configured, it also applies to products offered as recommended items and is only applicable to the React version. Additionally, the Last Update Date and Last Updated By columns are not updated when the user opens the Quote for editing but doesn't save any changes.
When disabled, changes in Quotes must be saved manually by clicking the Save button. Moreover, the "Do nothing" option is supported when enabled together with autosave, allowing newly created Quotes to be discarded without immediate saving after creation.
Â