Ask How can I create the best popup to buttress the UX of the site?

[Brajet]

Building a CRM for a fintech company. Our solution requires to show a table of "Deals" each deal has a lot of information associated to it, Deal Info, Merchant Info, Historical Transactions, Notes made by Costumer support, ect and each one of these "sections" of data needs to be editable. For example, under a merchant you will "Company Details", Owner Details (can be more than 1 owner" and Bank Account information. Each one of these entities can be edited, or deleted. I plan on displaying this information in a sidepanel that is opened when a user clicks on a row in the table. I want to make it as easy as possible to make changes without forcing the user to go to a new page. Here is when the design looks like:


As I see it there are 2 ways to allow the user to edit fields through the sidepanel.

Actions at the bottom of the sidepanel that open Pop-ups, or Inline editing which turns text fields into editable fields:

 

[Anthony Joshua]

I think the best kind of pop-up is one that doesn't interrupt too much. It should appear at the right time, maybe after the user has scrolled or finished reading something. Simple design with clear text always works better than flashy ones. Also, give users an easy close button. When people feel in control, they don't get annoyed and might even interact with your pop-up more often.

 

[Felix😎]

The best popups are the ones that feel natural and useful. Focus on showing them at the right moment, like when users are about to leave or after they've spent some time on the page. Use clear language and offer something valuable, like a discount or free content. Avoid making the popup too large or hard to close. Test different designs and messages to find what works best without disrupting the overall experience.