Client Console Wireframes and Functionality, Round 3
David Humphreys, MyFamily.com Inc.
Full Service Genealogy, My Heritage Book websites
March 27, 2006
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1. Can we let the user upload a GEDCOM? I’d imagine the GEDCOM uploading, then a
screen asks the user which person in their gedcom to use as the main person node for
their book. 3/20/06 – Scott Sorensen: future enhancement.
2. David, the client console document is missing one piece I think the developers should
know about. If the user clicks the enter family tree tab they should see a list of books if
there is more then one book to enter family tree data on. If there is only one book then
default into editing that book's trees. And thirdly, if the book has been submitted and you
can't edit the family tree I think the tab should only display a message saying your book
has been submitted but don't show the edit family tree.
3. Also, at this point I'm imagining the client review being a new sub-tab that says "Review
your book". The interface would be similar abstractly to enter family tree but probably
different enough that it wouldn't look the same at first glance.
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Appendix A – How to handle the transition from purchase to entering family tree info
Basically, my feeling is that the enter family tree tab (2.0) is self-explanatory enough that we can
drop them right into it. I think the text in the yellow box is transitionary enough to explain what the
user needs to do now.
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1.0 Order Status
If the user clicks on the link “Waiting for you to enter your family tree, click here”, fall to 2.0
If the user clicks on the link “Invite friends or family to help you enter your family tree”, popup
If the user clicks on the tab “Enter Family Tree”, fall to 2.0
If the user clicks on the tab “Relative’s Books”, fall to 3.0
If the user clicks on the tab “My Account”, fall to 6.0
If the user clicks on “Order”, first validate the order text field that it is an integer greater then zero,
then fall to 7.0 Order Process
Display the new messages link if the message center has new messages the user has not seen
yet. If the user clicks the new messages link, fall to 4.0
If the user clicks the “Create a New Book” button at the bottom of the page, fall to 5.0
Do we want a generate receipt link?
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2.0 Enter your family tree
If the user clicks on the link “Invite Friends and Family to Help”, popup 2.0.1
If the user clicks on the “Birth” tab, fall to 2.1
If the user clicks on the “Death” tab, fall to 2.3
PHOTO TAB NOTES: The photo tab will have four photo entry fields and will display a
programmatically generated thumbnail for photos that have already been uploaded.
See also 3.1.1 for this screen in context of a relative helping enter a family tree
Pre-fill the unknown pedigree nodes and the corresponding green box headline with more
Grandmother 1 and 2
Grandfather 1 and 2
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Great-grandfather 1, 2, 3 and 4
Great-grandmother 1, 2, 3 and 4
At least until the user has entered a name for that node, then use the name.
I imagined the tabs in the green box being DHTML tabs. In other words there is no need to
reload the page to switch between tabs. Each tab is a div that can be made visible or invisible,
but all the tabs are technically loaded into this document at the same time.
Always make the green box taller then the pedigree at the right, even if it means creating a ton of
empty space in the green box.
If there is more then one set of names refer to 2.1 birth tab for how to render the additional
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2.1 Birth Tab
If there is no second choice, don’t show the radio buttons or the boxes around the fields.
It would be good user feedback if we could program the boxes with radio buttons to change color
when the mouse is over them, and to turn on the radio button if the user clicks anywhere in the
box rather then if they only click the radio button.
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2.3 Death Tab
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2.0.1 Invite friends and family – Pop-up Window
When the user clicks send do the following:
1. Verify the form has no empty fields, prompt the user to fill in the empty fields
2. Upon successful submission fall to invitation sent page
On the invitation sent page
If the user clicks Close Window, close the window and fall back to originating window
If the user clicks on Send Another, fall to 2.0.1 again
It has been suggested that the Message be pre-filled too.
This page would always appear in a popup window
Here’s the invitation process I imagined:
1. The customer sends an invite
2. In the code we look and see if the email they sent to already has a heritageproject.com
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3. If not, we create one and add this book to their friend’s tab
4. If this is an existing account, add this book to their friend’s tab but don’t create a new
5. When the friend gets the email they click a link to edit the book
6. If this is a new or existing user, the link auto-logs them in and shows 3.0 as the page
7. If this is a new account, send them an email at the moment they come to the site with
their login credentials and a welcome letter
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3.0 Relative’s Books – no books
If the user does have relative’s books to show, fall to 3.1
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3.1 Relative’s Books – books to show
If user clicks on “Help your friend enter their family tree”, fall to 1.1 with modifications specified
in 1.1.1 Recommendations Notes
If the user clicks “Order”, validate that the quantity text field is an integer greater then zero, then
fall to 7.0
Only show order history if there is order history to show.
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3.1.1 Help a relative enter their family tree
See also 2.0 and it’s sub-sections for additional functionality. This screen reflects the differences
between entering your own family tree and helping a relative enter their family tree.
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4.0 Message Center
If the user clicks the “Post Reply” button at the top of the page, fall to the post reply box at the
bottom of the page.
New messages are messages that this is the first time they have been displayed on the client’s
Messages are listed most recent first, descending
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5.0 Create a New Book
If the user clicks on “New book from scratch”, fall to 7.0
If the user clicks “New book from existing book”, fall to 5.1
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5.1 Create a New Book from an Existing Book
If the user clicks on “Place Order”, fall to 7.0
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6.0 My Account
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7.0 Order Process
This page will display different information and copy depending on where the user clicked to
arrive at this page. This mock shows the basic areas and information format to work with.
When the user clicks on the link “Change quantity” then the textbox and “Apply new quantity”
button appear via DHTML (as illustrated in second entry in order details section in graphic
above). When the user clicks “Apply new quantity” calculate all new quantities, not just for the
item associated to this button. Refresh this page (saving shipping address form changes too)
and show the new price break-downs in the order status area (including the remaining balance
The more info link popups open a small new window explaining the payment plan concepts for
When the user clicks “Next >”, fall to enter your credit card screen
My recommendation is that the entire order process remain on the familyheritage.com if at all
possible. The more consistency we present to the user, the better the user experience.
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