Unify the client portal
Make proposals and customer details feel like one familiar portal.
Criteria, constraints and evidence
Required proof
Desktop/mobile route journey and screenshots of portal, menu, list and editor. Compare to the existing shell.
Actual test images (24)
Final desktop route 1
Final desktop route 2
Final desktop route 3
Final desktop route 26
Final desktop route 27
Final desktop route 28
Final desktop route 29
Final desktop route 30
Final desktop route 53
Final desktop route 54
Final mobile route 1
Final mobile route 2
Final mobile route 3
Final mobile route 4
Final mobile route 5
Final mobile route 6
Final mobile route 9
Final mobile route 11
Final mobile route 12
Final mobile route 13
Final mobile route 14
Final mobile route 15
Final mobile route 16
Final mobile route 19Deployed contact, persistence and timing results
54 independent desktop-route observations
20 independent mobile observations
Executor final integration comparison
Final mobile review and model-receipt reconciliation
Required proof
Six entrypoint journeys, tab screenshots and server readback for each field group. Restore/archive only test-owned records.
Actual test images (72)
Final shared-panel route and tab 8
Final shared-panel route and tab 9
Final shared-panel route and tab 10
Final shared-panel route and tab 11
Final shared-panel route and tab 12
Final shared-panel route and tab 13
Final shared-panel route and tab 14
Final shared-panel route and tab 15
Final shared-panel route and tab 16
Final shared-panel route and tab 17
Final shared-panel route and tab 18
Final shared-panel route and tab 19
Final shared-panel route and tab 20
Final shared-panel route and tab 21
Final shared-panel route and tab 22
Final shared-panel route and tab 23
Final shared-panel route and tab 24
Final shared-panel route and tab 25
Final shared-panel route and tab 35
Final shared-panel route and tab 36
Final shared-panel route and tab 37
Final shared-panel route and tab 38
Final shared-panel route and tab 39
Final shared-panel route and tab 40
Final shared-panel route and tab 41
Final shared-panel route and tab 42
Final shared-panel route and tab 43
Final shared-panel route and tab 44
Final shared-panel route and tab 45
Final shared-panel route and tab 46
Final shared-panel route and tab 47
Final shared-panel route and tab 48
Final shared-panel route and tab 49
Final shared-panel route and tab 50
Final shared-panel route and tab 51
Final shared-panel route and tab 52
Controlled same-record entrypoint 1
Controlled same-record entrypoint 2
Controlled same-record entrypoint 3
Controlled same-record entrypoint 4
Controlled same-record entrypoint 5
Controlled same-record entrypoint 6
Controlled same-record entrypoint 7
Controlled same-record entrypoint 8
Controlled same-record entrypoint 9
Controlled same-record entrypoint 10
Controlled same-record entrypoint 11
Controlled same-record entrypoint 12
Controlled same-record entrypoint 13
Controlled same-record entrypoint 14
Controlled same-record entrypoint 15
Controlled same-record entrypoint 16
Controlled same-record entrypoint 17
Controlled same-record entrypoint 18
Controlled same-record entrypoint 56
Controlled same-record entrypoint 57
Controlled same-record entrypoint 58
Controlled same-record entrypoint 59
Controlled same-record entrypoint 60
Controlled same-record entrypoint 61
Controlled same-record entrypoint 62
Controlled same-record entrypoint 63
Controlled same-record entrypoint 64
Controlled same-record entrypoint 65
Controlled same-record entrypoint 66
Controlled same-record entrypoint 67
Controlled same-record entrypoint 68
Controlled same-record entrypoint 69
Controlled same-record entrypoint 70
Controlled same-record entrypoint 71
Controlled same-record entrypoint 72
Controlled same-record entrypoint 73Deployed contact, persistence and timing results
54 independent final-route observations
Executor route comparison and same-record proof distinction
Unchanged final contact/sidebar behavior
Required proof
Open/close screenshots, keyboard focus and background-interaction checks. The two old demo URLs redirect to the real portal contact/proposal entry instead of a demo.
Actual test images (24)
Final desktop route 1
Final desktop route 2
Final desktop route 3
Final desktop route 26
Final desktop route 27
Final desktop route 28
Final desktop route 29
Final desktop route 30
Final desktop route 53
Final desktop route 54
Final mobile route 1
Final mobile route 2
Final mobile route 3
Final mobile route 4
Final mobile route 5
Final mobile route 6
Final mobile route 9
Final mobile route 11
Final mobile route 12
Final mobile route 13
Final mobile route 14
Final mobile route 15
Final mobile route 16
Final mobile route 19Deployed contact, persistence and timing results
54 independent desktop-route observations
20 independent mobile observations
Executor final integration comparison
Final mobile review and model-receipt reconciliation
Constraints
- Use the existing portal header, hamburger, logo and navigation behavior. Do not invent a separate application shell or new portal product.
- Preserve existing CRM/calendar fields, original enquiry, own note, reminders, work-period dates, calendar visibility, archive behavior, source metadata and linked-proposal identity.
- The tabbed prototype supplies layout only. The deployed panel must use actual shared CRM persistence. Retire demo navigation/routes without deleting saved customer data.













































































































































































































































