Optimize User Interface

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

The user interface for adding capital accounts, activities and scenarios don't seem like they need a full screen for these categories thus adding confusion to users. (panel on left hand side)

In addition, Associating investor only shows name and type - it is missing unique identifier such as EIN or partner number to help user identify which partner needs to be associated.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

This will benefit overall user experience

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.