Make B&D more user friendly
I have a few suggestions that I think would make the Box & Dice interface much more user-friendly and intuitive.
As we all log in individually, it would make sense for the system to automatically select the logged-in user when entering an appraisal, creating an open time, or accessing the Legacy Library letters.
At the moment, we have to use a drop-down menu to select our own name. In an office such as Sandringham, with 35+ agents, this can become quite cumbersome. It seems much more intuitive for the system to default to the agent who is currently logged in, with the option to change the user where necessary. In most cases, the only people who would need to select another user would be admin staff or members of the marketing team.
The Legacy Library is another area that could be significantly streamlined. Finding a simple letter template currently requires navigating through company folders by office, then personal folders by office, and finally scrolling through a list of 30+ agents to find the relevant template. This feels unnecessarily time-consuming.
Ideally, the system could recognise the logged-in agent and take them directly to their relevant templates, or at least provide a much simpler way of filtering and searching the library.
One other issue that has recently become particularly frustrating is the "Your changes won't be saved. Do you want to navigate away?" warning that appears whenever I try to open a new window. This is happening even when I haven't made any changes. It creates unnecessary confusion and makes the system feel less intuitive.
Overall, I think there are some relatively simple opportunities to reduce the number of clicks and unnecessary selections throughout the platform. Automatically recognising the logged-in user, improving the Legacy Library search/filtering, and fixing the unnecessary "changes won't be saved" warning would make a noticeable difference to the day-to-day user experience.
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