I am looking for best practice recommendations on how to categorize and display customer accounts (DDAs) in selection lists. Considering active and inactive, internal and external, and giving customers control of what they see or want to hide from the list. Customers are complaining that the list of all their accounts is too long, and I’d like to improve that UX by giving them a list that can bucket the account types by category and then be able to control the show/hide of those categories. Have been considering using tabs, toggle switch, and section headers, but wondering if there are better or more elegant approaches out there.
closed as too broad by Devin, Mike M, Shreyas Tripathy, Wanda, Matt Obee Feb 5 at 9:21
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Based on your description of the customer list, it sounds like it would fit best as a data table, for 3 reasons:
- It's a long list of data
- It needs to be easily searchable/scannable
- Each row has multiple columns (account type, plus whatever other customer info you want to display)
Here's an excellent, short guide to best practices for data tables: Design Better Data Tables
There's a section in the article that covers filtering. In the screenshot below, notice the dropdown in the top left corner. Instead of "All Statuses", you could have "All Account Types" and when users click on that dropdown, they would have the option to select only the specific account type(s) they want to see.
That's certainly not the only way to do it, but could be a good route.