Silviya Radeva's profile

Client profile tabs functionality improvements

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

Client profile tabs functionality improvements
Published:

Client profile tabs functionality improvements

Published: