Redesign Contact Information Card

NetWorth Realty

A CRM, contract management, lead management, and central sales tool for our agents.

Over time, we have added sections to our contact's information card and it has become disorganized and difficult to navigate. We would like to fully revamp it to make it more intuitive for users and better organize the content and functionality. The contact card is the hub for communicating with our partners and easily viewing prior communication and activities. All of the information is currently on one long form but we are not tied to that; whatever UI is best for our users is what we want to go with. An example of our current form is attached - we need to include all of the components currently on the card.

UPDATE:

We like what we see so far! We would like to make the following clarifications:

1. Rather than leaving the fields open to edit at any time, we would like to "lock" them and include a button to specifically open the editable field. The hope is that it can streamline the main interface by not needing bulky field boxes and that our users won't inadvertently update information. Optimally we would have a modern, sleek, and clean "human-readable" view (unless the user is in edit mode).
2. It seems the best designs tabulated the information and we agree that is the way to go. Please take a look at the new attachment called Contact Card Sections where we break down the primary tabs as well as sub-categories that fall within them for clarity.
3. For the correspondence section, we have included some inspiration for a potential way to view the information rather than the typical table view. Correspondence can come in various forms (email, text, calls) and we will view the information chronologically as well as having the option to filter/view just specific types of information. It would be great to have this section updated to reflect that.
4. An important part of this project is ensuring that the sections with a lot of data like marketing and related properties are as clean and simplified as possible. If you feel any of the info or actions could be organized better or things added to make them more intuitive for the users, we are open to your design expertise!

We have a good deal of flexibility in the design. This will need to fit into our existing program so we would prefer to stay along the same lines as our current color scheme as seen in the attachment (Primary blue #4c586f)