Here is a link to a video that explains the project.. Please watch this first- then read the descriptions and accompanying data sheets:
As part of our software, users enter specific account information to be tracked in the application.
Currently the entry process is a two step process which can create a backlog based on the amount of refreshes needed and time to enter multiple accounts.. .
The new design should be a single page entry for multiple accounts simultaneously...
The cleanliness, and easy of use is of the utmost importance to us..
The goal is to be able to have a single page for our clients to enter all of the accounts that they are tracking..
Please keep in mind, there are multiple account types, and each account type will have various different field requirements. In the attached document, it will outline the field type's names and it will also have screen shots of the existing system...
I created a demo account so anyone can login to see how the system works:
User Name: test 4