Client User Experience within the 990 Tracker

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

The idea aims to enhance the Client Experience within the 990 Tracker by introducing several key features:

1. Customizable View for Clients: Clients should have a personalized view of forms in the 990 Tracker. This involves allowing our users to see only the questions that are relevant to them, and giving us the ability to control which questions are visible to each user.

2. Client Response Tracker: Implement a system that tracks client responses, allowing us to be alerted when a client completes a section. This feature should include a history field to keep records of previous interactions and responses.

3. Client View Module: Develop a module within the 990 Tracker that lets our staff see exactly what the client experiences when they use the system. This will help us verify and ensure the quality of the client interface.

4. Simplified Response Management: Create a single folder for client responses and another for staff responses, while removing any unnecessary folders. This will streamline the management of responses and improve organizational efficiency.

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.

By implementing a customizable view, clients will have a more intuitive experience that is tailored to their specific needs. The client response tracker will allow for real-time tracking of client progress, enabling us to respond more quickly and accurately to their needs.

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.

Clients Users: They will experience a more user-friendly and personalized interface.

Staff Users: Our staff will be able to provide more effective support with improved visibility into the client 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.