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Updates to our modal editors are coming soon
Posted by The Mindmatrix Team on 24 September 2018 11:29 AM



Over the past few months, we've been capturing feedback from our clients on the user experience of working with modal windows in Mindmatrix.

The addition of modal windows was an important product design shift in August of 2015 in order to improve the performance of Mindmatrix on mobile devices and allow ease of access to menu options regardless of where a client opened a feature in Mindmatrix.

Some of the feedback we've captured has exposed where clients feel modal windows have been useful and where clients feel they have been lacking. The releases coming in the next few weeks are designed to address client concerns and improve how Mindmatrix works for all users.



More Save and Close buttons:

The biggest challenge clients have shared is that saving and closing a window can be a confusing and  sluggish experience. This is for a few reasons: often, users must scroll large spans of screen space to find the save or close button or users find it difficult to remember where the save or close button is located.

Today, we place our Save and Close buttons at just the top or bottom of the modal window depending upon the activity.

In the coming release, our Save and Close buttons will be available at both the top and the bottom of our modal windows. We hope this small change will improve the overall user experience and remove the need for users to scroll large spans of the screen in order to complete an activity.

This will save users time and will make the modal window easier to use whether you are working on a contact info page or closing an editor.

Here's a side by side comparison of this change:

Original modal window design: Modal window design with additional save & close buttons:
Before image


Grouped Actions and Views:

The view menu was introduced in order to allow users to complete activities quickly without hunting through other areas of the product. With the Views menu, you can quickly toggle to complete different actions while working on a contact or template. With the vast number of options available in Mindmatrix, this consolidated button eventually posed a problem for our more advanced users: how do you quickly identify the action you would like to take next without making a selection from a very long list? What happens if this list takes up too much screen real estate?

To solve this issue, we're going to divide and conquer: from now on, you will be able to find activities under two headings, Actions and Views.

Original views design: Design with Actions and Views menu options:

This will allow you to quickly select an option without scrolling through a long list.

Cleaner, simpler step process menus

We've also received feedback that some of the step process menus are difficult to follow. Throughout the product, you'll see other changes to make step process actions more pronounced and easier to find. This will include spelled-out actions and icons designed to highlight what you should do next.

Keep an eye out for this release in October 2018!




Client Services




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Issue with tasks in Mindmatrix resolved
Posted by The Mindmatrix Team on 18 July 2018 03:52 PM
To all customers:
Thank you for your patience. The issue effecting tasks in Mindmatrix is now resolved.


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Latest Software Release Notes for June 19, 2018
Posted by The Mindmatrix Team on 19 June 2018 06:25 PM

New updates are available from Mindmatrix. To learn more, click here.

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Your Mindmatrix account has been updated with new TOS
Posted by The Mindmatrix Team on 07 June 2018 10:15 AM

This week, your Mindmatrix account is being updated with new Terms of Service/Use.

Make sure you login to accept these terms to continue using services with our support team or access Mindmatrix software.

To read our new terms of service, click here.

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Important Notice - Update to Microsoft Dynamics integration
Posted by The Mindmatrix Team on 25 May 2018 11:57 AM

Notice for all Microsoft Dynamics users with integrations with Mindmatrix

Due to a recent API update, syncing to Microsoft Dynamics will be disabled until May 28th, 2018.

This is to provide support for the opportunity syncing beta release to Mindmatrix.

If you are a current user of Microsoft Dynamics and would like to continue to sync your contacts to Mindmatrix during this off period, please see our instructions for manually importing lists.



Client Services

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