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It is nice to be able to use Profile Customization to promote and move around actions. We find it handy to promote all the actions needed for our users on the pages and cards and hide the rest, knowing that all actions are available in the fixed menus (Actions | Related | Reports | Automate). When there are many actions, it is handy to list those inside the menus that are found to the left of the fixed menus (like Home | Prepare | Print | Send). The following enhancements to this area would be helpful in fine-tuning the UI for our users:

  • Ability to add our own custom-named action groups beyond what is in the baseline application such as the "Home" group.
  • Ability to move actions that are found in FactBoxes.
  • Ability to add actions to FactBoxes.
  • Consider an item-based FactBox...it's conceivable that you'd want to add actions that you get to use on the item card page from the FactBox. This is helpful in reducing clicks and deep "Window Stacking" that is the hallmark of the new client. We accomplish this through custom page extensions, but it would be more sustainable and adoptable if this were available through profile customization.
  • Ability to change the tool tip and caption and label of fields and actions through profile customization.
Category: General
STATUS DETAILS
New