Lots of scrolling down after editing/viewing existing forms. (screens) Consequently there are extra steps required for quick edits. One example is editing bank rules:
If the buttons for UPDATE & DELETE were also placed in the header, efficiency would be enhanced. Having to scroll down “off-screen” is not optimal for most edits where EVERYTHING ELSE is in view.
I know this was addressed/suggested many years ago but I also suspect the screens have grown in length (vertical) over the years as data fields have ben added. FWIW, this was the first thing I noticed re. gui improvements when I began evaluating this EXCELLENT ACCCOUNTING PLATFORM!
I had no idea that was possible! Your suggestion is greatly appreciated! (Although I believe it’s still necessary to first set focus outside all editable text fields.) Maybe there is a way to accomplish this while still in an editable field?
@WLS, you are asking to change fundamental design standards for control placements that are uniform across all transactions and reports. As you start duplicating controls, you use up screen space, leading to even more scrolling.
@Tut - There is a lot of blank wasted space in the headers. ie: Editing Bank Receipt Rules… To the right of “Receipt Rules” none of the space is used. It’s all unused. Most other forms are also like that. (It’s all empty space to the right of the tab’s name.)
While I agree that adding buttons at top may “break conventions”, conventions can also be a detriment to efficiency. (Similar to needing both a keyboard and a mouse with only two hands… And moving between the two constantly. Forgive me, I’m old school and and don’t like data entry with a mouse. I’d rather use hotkeys and macros etc.)
Maybe having the option (in settings) to display UPDATE (SAVE) & DELETE buttons at the top, at the bottom or BOTH places makes sense?
The one thing I repeatedly find myself doing is editing data & wishing less clicks and taps were necessary to accomplish redundant tasks. (In ALL programs, not just Manager.io.)
You overlook the fact that Manager runs the same software on all types of devices and operating systems. What seems like a convenient way to pack features into a small space on your screen becomes unworkable in other situations.
@lubos The delete button can be brought out and added to the View and Edit buttons. An symbol can be added to the Edit and View buttons. The Update button can be left where it is because it is assumed that a user will read through the form to the end before updating the entry. Deletion does not require viewing the entry form.
Had thought about that (Manager.io running on many platforms/browsers) prior to posting this suggestion. - “Multi-Platform” was also reason I didn’t suggest macros/hotkeys etc. as a viable option.
I really really want hot keys. The argument that this can’t be done because manager runs on different platforms/browsers is not a good excuse to not do it.
Pick the most common platform, chromium, and develop hotkeys for that. It can be done, i’ve seen it in other apps.
While we’re on the subject of wanting controls, why on earth can’t there be a create dropdown button on the top of the screen next to copy to with the most common record types in the menu. For example from the customers screen i create a new customer and then when on the view screen i should have a create button allowing me to create a sales order/sales invoice for that customer without having to flip screens.
Please note i said chromium, not chrome, Meaning the chromium project, not the google chrome browser. the chromium project is used by most of the top browsers today, including edge, and brave. I believe firefox is probably the most popular browser that doesn’t use chromium and i believe even still if shortcuts were created with best practice methods they would work across platforms.
Here is an article discussing just that, it makes the shortcuts argument better than i ever could.
Yes, what’s wrong with that? I was always under the impression that best practice for designing a good UI is all about anticipating your users needs.
If it’s not about that then why does the copy to button even exist? I would think it was created to fill the need of a user to copy a form to another form, which is great. Why can’t we take this further? There is a need for users to be able to create a sales invoice after creating a new customer, so a create button on the customer screen with a sales invoice option in the menu would seem like a logical way to address this need.
Thinking out loud here: If the option to display buttons at top were not a good idea, there would be less interest in this topic. ~ Ergonomics are “key” and traditional design (“the fundamentals”) can/should be reconsidered! Human data entry is the bottleneck in most systems!
I’m not sold on hotkeys in the browser (mostly due to cross platform/browser issues etc.), but a button placement option seems like a viable solution.
symbol can be added to the Edit and View buttons. The Update button can be left where it is because it is assumed that a user will read through the form to the end before updating the entry. Deletion does not require viewing the entry form.