This item holds UX improvements over a complex client profile functionalities placed in tabs.
Problem statement: Tabs are way too many, which makes users struggle with the overall platform usability and workflow.
Each tab represents part of a functionality that corresponds with the client specific information. The improvements include activities such as simple sorting actions, or suggested action buttons based on bulk choices.
Goal: Improve the overall look and feel and achieve a better usability, as well as consolidation of tab functionalities that are not used well or not needed at all.
UX domain knowledge: Accounting & Bookkeeping