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Key Improvement: Instead of two different tables, the workflow is streamlined into one page with configurable sorting options.
Below is the proposed UI wireframe of an alternative workflow for the above case
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Current Workflow
UI in CalWin Dynamic after clicking Opret Sag
Alternate Workflow (Proposed)
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Key Improvement: The alternate workflow introduces a tab-based customer section (New vs Existing), making it more intuitive, and separates responsibilities more clearly.
Below is the UI proposed wireframe of an alternate alternative workflow for the above case
Below is the alternate Opret Sag Proposed Functional workflow
