Function Point User Experience Updates

Over the next few weeks we’ll be releasing several enhancements to the Function Point user experience.

You can check out this article to learn more about the new look and feel. We’ll be updating this document with the new releases as they come, so keep an eye out to stay up to date.

Contacts Module

Adding and Viewing a Contact

Hover over the Contacts tab on the main navigation bar and click “Add Contact” or hover over “View Contact”.

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, making the page more intuitive to read and edit.

2. Searching within a field now presents options in a drop down rather than a pop-up dialogue box.

3. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

4. The “Save” and “Cancel” buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

 

Watch the difference between adding a contact with the old vs. the new Add Contact page:

Companies Module

Adding and Viewing a Company

Hover over the Companies tab on the main navigation bar and click "Add Company" or hover over "View Company".

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, making the page more intuitive to read and edit.

2. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

3. The "Save" and "Cancel" buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Briefs Module

Adding and Viewing a Brief

Hover over the Briefs tab on the main navigation bar and click "Add Brief" or hover over "View Brief"

Improved Look and Feel

1. Searching within a field now presents options in a drop down rather than a pop-up dialogue box.

2. Fields are organized horizontally rather than vertically, making it easier to Tab across and fill in the required fields first.

3. The "Save" and "Cancel" buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes

Timesheets Module

Adding a Timesheet

Hover over the Timesheets tab on the main navigation bar and click “Add Timesheet”.

Improved Look and Feel

1. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

2. The "Save" and "Cancel" buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Notes Module

Adding and Viewing a Note

Hover over the Notes tab on the main navigation bar and click "Add Note" or hover over "View Note".

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, and are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

2. The "Save" and "Cancel" buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Projects Module

Adding and Viewing a Project

Hover over the Projects tab on the main navigation bar and click either "Add Project" or "View Project".

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, making the page more intuitive to read and edit.

2. Searching within a field now presents options in a drop down rather than a pop-up dialogue box.

3. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

4. The Save and Cancel buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Schedules Module

Adding a Schedule

Hover over the Schedules tab on the main navigation bar and click "Add Schedule".

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, making the page more intuitive to read and edit.

2. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

3. The Save and Cancel buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Tasks Module

Adding and Viewing a Task

Hover over the Tasks tab on the main navigation bar and click "Add Task"or hover over "View Task".

Improved Look and Feel

1. Fields are organized horizontally rather than vertically, making the page more intuitive to read and edit.

2. Searching within a field now presents options in a drop down rather than a pop-up dialogue box.

3. The Save and Cancel buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

Expenses Module

Adding and Viewing an Internal Expense

Hover over the Expenses tab on the main navigation bar, hover over "Internal" and click "Add Expense".

Improved Look and Feel

1. Fields are grouped together in a way that makes it easy to Tab across and fill in the required fields first.

2. Searching within a field now presents options in a drop down rather than a pop-up dialogue box.

3. The Save and Cancel buttons are at the top of the page, so you no longer have to scroll down to save or cancel your changes.

24 Comments

Jeanne

I liked the other look/feel better. This seems clunky.

Gil

How do I now transfer my staff's recorded timesheets to another service within the same docket?

Marissa Ho

Hi @Gil,

Thanks for reaching out with your question. Once you’ve found the timesheet that you’d like to edit, just click “edit” and switch to the service you’d like to track the time to.

You’ll want to make sure that the docket is still open, and that the timesheet hasn’t been billed. If the docket is closed or the timesheet has been billed, you won't be able to make edits.

If you’d like someone to walk you through this more in depth, feel free to reach out to support@functionpoint.com

Marissa Ho

@Jeanne - Thanks for taking the time to share your feedback with us. We'd love to hear more of your thoughts on the look and feel. You can share them with us here: https://functionpoint.ideas.aha.io

Looking forward to reading your comments!

Seanna

In Notes, I used to select the person that I wanted to send the note to. Do I not need to do that anymore? Does it just go automatically to all the people who are on the Job?

Marissa Ho

Hi @Seanna, thanks for your question here. Selecting a recipient is still part of the process of creating a Note. I'm going to connect you with our Support team so that they can help you sort out the proper steps to take.

Monica Tate

We do not like the vertical format for notes. Can't see the entire title of the NOTE. Prefer the horizontal format.

Marissa Ho

Hi @Monica, thanks for reaching out with your question. That doesn't sound quite right -- the whole title of a Note should be visible for you. Can you send a screenshot of what you're seeing to support@functionpoint.com and we'll get this sorted for you.

Melissa

Not a fan of the new vertical note format. It's easy to miss pinning people since you have to remember to scroll down. Plus the fields seems to be shorter so you can't always read the full name of the note that someone enters. Much prefer the horizontal format.

Marissa Ho

@Melissa - thanks for sharing your feedback with us, Melissa. I've passed your comments on to our teams here; we appreciate you taking the time to let us know your thoughts!

Carrie

I've been in contact with support about this, but am curious if anyone is having an issue reading a note that's an email string? Now it shows as one collapsed jumble of words with no formatting or spacing (so it basically makes the Connect to Email feature useless). You can get the formatting back by clicking Edit and then Save, but moving to a format that requires and extra step to be able to access the info just makes no sense from a UX point of view. I am hoping this is a glitch and that a fix is in the works, not the new reality.

Marissa Ho

@Carrie - thanks for reaching out here with your concern. The formatting issue you're experiencing is definitely not the new reality for Notes. We're working on the fix for it right now, and we'll let you know as soon as it's ready.

Melissa Majeroni

The new/look feel is not expediting or making it an easier process for notes/tasks. In fact it seems to take longer as you have to scroll down the page now to get to a lot of the details. Not at all enjoying the updates we've seen that FP is claiming to make things more efficient.

David Carpenter

Don't like any of the changes, you're spreading everything out, having to scroll to find things that use to be compact together, put things back they way they were.

Marissa Ho

@Melissa - We're sorry you're feeling frustrated with the new UI of the Notes and Tasks modules. We definitely hear your feedback, and encourage you to keep sharing your thoughts and ideas with us. You can send us your feedback here: functionpoint.ideas.aha.io

Marissa Ho

@David - thanks for sharing your feedback with us, David. Are there specific areas of the system where you're feeling like you have to scroll more to find things?

Allison

I am not happy with the pinning notes area now. It was easier when it was on the right of the dashboard as opposed to now below. I have to scroll down to pin and then scroll back up to hit the Save button.

Carly

I would really like it if when adding a note to an existing job/task, the people that are assigned to that job are automatically pinned. Then, if you needed to add or remove people, you could simply check or uncheck the existing pins.

Donna

I realize this was intended to save time for the managing scheduler however this seems much more time consuming. I like the old interface much better. Sometimes LESS is MORE.

M

The changes to the interface are NOT helpful. WAY more time consuming and LESS efficient than what was perviously there. Pushing important elements down the page creates more work to complete simple tasks. Is there anyway in the settings to change it back to the way it was before? That would be a HELPFUL change!

Marissa Ho

Hi @Allison, thanks for your feedback about pinning Notes. We're sorry this area of the system is causing you frustration. We're definitely hearing and considering your feedback.

Marissa Ho

@Carly - thanks for sharing your feedback with us. I've added your suggestion about pinning Notes for consideration by our Product team.

Marissa Ho

Hi @Donna, thanks for taking the time to share your feedback with us. We'll keep your comments in mind moving forward.

Marissa Ho

Hi @M - We're sorry that you're frustrated with the new UI. Thanks for sharing your candid feedback with us; we're keeping your comments in mind for the future.

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