I am working on a web application for Branch Managers at an investment bank to assign accounts that are without Financial Advisers for whatever reason. Some reasons are the Financial Adviser has resigned or the client doesn't like them, etc. Branch Managers will have the ability to view accounts that need assigning and view available Financial Advisers. Many accounts can be assigned to only one Financial Adviser.
My application is being developed in Ext and I see through their demos that users can drag and drop items. This seems like a clunky way to assign accounts to new financial advisers, especially since assignments could easily be made in error (choosing the wrong individual). Users will be able to back out if they made a mistake, but this doesn't seem like the best solution. I once worked on a ticketing system that had this ability to drag and drop additional items onto an open ticket and it became very messy.
Do any other types of patterns come to mind for anyone?
No comments:
Post a Comment