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Is it a conventional HTML form, or continue without deviating from the template that has been used for years?

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Cloud & SaaS

Is it a conventional HTML form, or continue without deviating from the template that has been used for years?

CRM has a deals page that is designed to resemble Word instead of standard inputs, unlike other pages. What is the benefit for the end user? 

Is it a conventional HTML form, or should we continue without stepping outside the template used for years?

Generally, people do not like change and unconsciously resist it. Everyone can guess how difficult it is to accustom a person who has written books on a typewriter for years to a computer. Or telling an accountant who has been working for many years with an old system of calculators and printed invoices to now enter their invoices here and do the calculations from here, while it simplifies their job, still makes the old and longer way seem easier due to their habits, and they repeatedly choose to ignore the other option.

It can be said that a similar logic exists in the agreement situation in our system, which is being discussed here. The sales personnel who will write this or the lawyer who will prepare it, of course, were not writing it by hand on paper, but they had a Word environment that they had seen and been accustomed to for years, and we can say that this was their comfort zone. To pull that user out of there and say "you will now write in these inputs" means expecting them to get used to the visual change and unconsciously restricting them. Instead, we wanted to achieve the same result by making a few design tweaks that would neither take the user out of their habits nor prevent the result from being visible right in front of them.

With these small tweaks, providing users with elements similar to their comfort zones instead of standard inputs, no matter how nice the design is, will give the user on that screen a feeling of being valuable, and this additional motivation will show its difference. 

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الأسئلة الشائعة

Is the CRM deals page a conventional HTML form, or should we continue with the long-standing template that resembles Word?

The post describes a design that resembles Word rather than standard inputs for the deals page, not a typical HTML form. The aim is to stay with the existing template used for years to avoid forcing users out of their habits while still delivering the needed results.

What is the benefit for the end user of making the interface resemble Word instead of standard inputs?

It keeps users in a familiar environment and makes them feel valued on the screen, which can motivate their engagement. The approach emphasizes comfort while still presenting the required results clearly.

Why might users resist changing from their Word like environment to new inputs according to the post?

The post explains that people generally do not like change and unconsciously resist it. It cites habits from days of using Word, typewriters, or old calculators, and notes that even beneficial changes can feel harder because of those habits.

How can we achieve the same results without pulling users out of their comfort zone?

By making a few design tweaks that keep familiar elements and keep the results visible, rather than forcing a switch to standard inputs. This preserves usability while delivering the same outcome.

Can a Word like interface help end users feel more valuable and motivated?

Yes, the post argues that providing elements similar to the comfort zone gives a feeling of being valuable and adds motivation. This can improve how users interact with the screen.

What examples of users in the text influence UI decisions and why?

The text mentions sales personnel and lawyers who are used to Word or paper workflows. Their comfort zones influence the decision to preserve a familiar interface and minimize disruption.

What is the main design recommendation described in the post?

Stay with the template used for years and make small design tweaks to resemble familiar environments instead of adopting standard inputs. The goal is to keep results visible and maintain user comfort.