AJS’s Quick View makeover
29 Jun 2021
The British TV show called 10 Years Younger in 10 Days is about transforming people into younger, more vibrant versions of themselves without the use of a scalpel. Aesthetic medicine has come a long way. It is uplifting to see how people look in the mirror after a makeover with renewed purpose and a truly positive outlook.
AJS is no exception.
It was time for an entire makeover. Despite being market leaders in its field with its first product release in 1979, in today’s market you need to be willing to update and improve your product offering to stay relevant.
Our Quick View Makeover
Looking Hollywood ready, our AJS Quick View Makeover steps into the room.
Smiling brightly, brimming with confidence and exuding vivaciousness – AJS’s Quick View Makeover has not only regained its “youth”. It is even better than it was before.
With a far more visual, almost navigational, subsystem approach as opposed to a simple “quick view”, AJS’s Quick View makeover makes viewing high level information on any account as quick as 1, 2, 3.
The Quick View makeover boasts more visible financial balances with various hyperlinks to view details in pop-ups for payments, work in progress (WIP) and a direct link to the investment account, making access to client information easy and efficient. With quick action tabs, all information is literally at your fingertips.
But don’t forget about colour.
Keeping in mind the importance of colour in AJS’s Version 4 products (as discussed in our Colour Your Favourites article), you are again able to see statuses at a glance – a green action button for Live accounts and an orange action button for archived accounts.
With the Know Your Clients (KYC) requirements you are again able to identify status according to colour code. Red indicates that clients or contacts are not compliant. Green is good to go – they are compliant. Amber says at a quick glance that KYC is still a work in progress. Grey indicates that KYC is not applicable.
Do you want to know what details you have for a contact? Look at the coloured indicators!
At a quick glance, colour indicators will show what information has been captured per contact. For example, a blue button means that you have their telephone details, but grey means you do not.
What else does AJS’s Quick View makeover offer?
Icons have been added to the top row to quickly add a fee, task or diarise prescription dates in your main view, ensuring you never miss a date to serve a notice or file an application.
Do you want to see the latest documents drafted or served on a matter? You can use the hyperlinks provided to open the last 10 documents, an easy way to ensure Summonses have been served.
Do you want to see action items but do not want to be directed away from the page you are on? Action items can now be viewed as pop-ups, without being directed away from your home screen.
With the world as fast paced as it is and answers required at lightning speed, AJS has made its mission with the Version 4 update to save you time while ensuring that you always remain on top of everything.
At AJS we take cognizance of the smaller things, constantly improve on them and ensure that they make a big difference and big impact to your business. Because the small things matter. To AJS.
AJS is excited to reveal all our amazing updates (to an already incredible system). Be sure to tune in each week where we will be letting you in on some of our most exciting features.
See also:(This article is provided for informational purposes only and not for the purpose of providing legal advice. For more information on the topic, please contact the author/s or the relevant provider.)