AdvisorGo refresh Accessibility: Clients page

Overview: 

  • Accessibility enhancement for client list table.

  • Minor UI refinement to mobile view.

 

Screen reader announces the page title when landing on integration page
CIBC-1704 screen reader announces page title.png

 

Screen reader announced "User Menu" on focus 
CIBC-1704 screen reader announces user menu .png

 

Table headers updated to buttons, screen reader will also announce sorting direction
CIBC-1704 client list table headers now buttons.png

 

Sorting will reset on filtering
CIBC-1704 client list table sorting reset on filtering.png

 

Added ability to format names with multiple advisors
CIBC-1704 multiple advisers.png

 

Screen reader will announce access level

CIBC-1704 access level.png

 

Screen reader will announce status
CIBC-1704 announce plan status.png

 

Opening a client with a locked password (legacy feature) should open a new modal instead of creating a new row on the table
CIBC-1704 client password.png

 

Mobile version of client list has been updated. Semantically, each client “card” is still part of the table data row. Screen reader should treat it the same as navigating a table. Also added sorting functionality.
CIBC-1704 client list mobile version update.png