This is the first page users see when they access the CRM URL. The Don't have an account? Create One link will be removed because there is no option for registration on the CRM. Registration is invite-only and done through the backend.
There are two types of users who can log in to the system: collectors and clients. The login page will be the same for both, but their portals will be rendered differently based on internal server-side logic.
The [1] Login as Client checkbox will be removed since it was just a test component.
This is the first page that a collector sees when logging into the system. The marked components are the common components for the collector portal.
[1] Sidebar: We will remove the Report and Documentation from this list as they were just placeholders. Additionally, we need to eliminate the sidebar component and move the items to the top navigation wherever possible.
[2] Breadcrumbs: Breadcrumbs are a much-needed component in our portal, as we have many nested routes. However, we currently face issues with messy breadcrumbs when the list is long in mobile view. We need a good solution for displaying breadcrumbs in mobile view when the list is lengthy.
[3] Search bar: This is one of the most important components in our portal. It's a general search bar that allows users to search for available debtors and clients. The component is located in the header and works as a button. Once clicked, it opens a modal that displays search results.
Screen after we click on the search bar
Searching for something.
Search Hits
[4] User Menu: The earnings option will be removed from the user menu. Instead, we will only provide a settings option. By clicking on settings, a page will appear allowing users to update their password, email, name, image, and other settings. Currently, this page does not exist.