Standardize Edit Icon Behavior and Improve Discoverability of Guest Information Editing

Requested
Ed T
yesterday
Member for 2 years 37 posts

Summary

The current guest information interface uses inconsistent iconography and placement for editing guest details. Specifically, the pencil icon in the Overview section appears to be the logical entry point for editing guest information, but it is non‑functional. Instead, users must locate the hidden “…” menu under Contact Info to access the actual edit controls. This creates confusion and reduces usability.

 

Problem Statement

When attempting to edit guest information:

  • The pencil icon in the Overview section appears to be the correct control but does not open guest information editing.
  • The actual edit function is hidden behind a three‑dot (…) menu under Contact Info, which is not intuitive.
  • This inconsistency forces users to search for the correct entry point and increases the likelihood of user error.
  • The iconography does not match established UI patterns elsewhere in OwnerRez, where a pencil icon reliably indicates an editable field.

This results in unnecessary friction and slows down routine guest‑data updates.

 

Requested Modifications

    Standardize Edit Icon Behavior

Ensure that the pencil icon in the Overview section either:

  • Opens the guest information editing panel, or
  • Is replaced with a more accurate icon if it is not intended to be an edit control.

   Improve Discoverability of Guest Editing Controls

Replace or supplement the hidden “…” menu with:

  • A visible pencil icon, consistent with other editable fields, and
  • A secondary gear/settings icon for less common or advanced actions.

   Align Iconography Across the Interface

Use consistent visual patterns for:

  • Editing guest information
  • Accessing advanced or secondary options
  • Distinguishing between primary and secondary actions

This will reduce confusion and improve user efficiency.

 

Closing

Standardizing the edit icon behavior and improving the discoverability of guest‑editing controls will streamline user workflows, reduce confusion, and align the interface with established OwnerRez UI conventions.

Thank you for your consideration.