Record Summary and Workflow on ONE screen
My main job is to process business and most of my directions come from action workflows. The information I then need is from the record summary.
This re-design has CREATED MORE STEPS. I can no longer see the record summary information while having an action open to read both sets of information and process new business.
The new layout makes for a lot of switching back and forth between the action and the client data needed to process paperwork. Once you switch to the summary, the action that I was on has to be found again. Am I missing something here?