1

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

Please edit the question to limit it to a specific problem with enough detail to identify an adequate answer. Avoid asking multiple distinct questions at once. See the How to Ask page for help clarifying this question. If this question can be reworded to fit the rules in the help center, please edit the question.

  • 2
    Can you show us an image of what you had before and how you have thought to improve the situation. – locationunknown Jan 30 at 6:33
1

Based on your description of the customer list, it sounds like it would fit best as a data table, for 3 reasons:

  1. It's a long list of data
  2. It needs to be easily searchable/scannable
  3. 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.

Examples of filters for data tables

Not the answer you're looking for? Browse other questions tagged or ask your own question.