Dream Factory by TruBridge Ideas Portal
Users are having a hard time knowing where to go when they log in to Web Client as the Navigation panel on the left is defaulted to be "closed" with just small icons. You have to know to expand the drawer using a tiny ">" at the bottom of the screen. Then, if you select to "Pin" the drawer, it completely hides the whole pane away. You have to click "Thrive" in the top left to get it open again and then you can pin it open with the words for navigation options. But when you log out and log in again, you have to start all over with this process. Please program the option to DEFAULT to an open drawer with both icon and words upon login, with option to "<" (close down) if you wish. This would greatly reduce clicks and make for easier adoption/training process.
I am taking this to my team to discuss. There are several things that the open navigation affects, like the ID panel and what displays. We are looking at these issues together for the best solution. Thank you for all the comments and reasons why this is important to you. It does help us understand the issue better and know how to prioritize these changes.
This is a problem for us, too. We are told to clear the web cache because it causes problems in other areas, so we clear it every time we close out of Google Chrome. There should be a way to make it still be defaulted even though that is being done. Could there be a check box or drop down so it isn't just sticky?
Email interaction showed that requester was clearing web cache frequently which wiped out the sticky settings.
The view for the application drawer is sticky. While it does default to the icon view the first time you log in, selecting either the ">" at the bottom or the Evident "E" at the top opens and pins the drawer in place. So, if you're clicking the pin after either of these, you're unpinning it. Once you have it pinned, it will display that way the next time you log in to that device.