Thursday, July 19, 2018

overflow - In a long list of customers, how can I efficiently mark which have been edited?


There exists a narrow table listing about 250 customers in alphabetical order. Each row contains the customer's name, account code, city and state.


I need to indicate in each row if the customer account has been edited and whether 2 pieces of data have been filled out (say for example the 2 pieces of data are annual sales and the industry the customer serves).


Space is at a premium and I don't want to add a lot of noise to the page. A salesperson needs to be able to quickly scan the list and determine which accounts need to be updated.


Currently the words 'updated', 'sales', and 'industry' appear on each row in red or green depending on the situation. I feel this is bad for page noise, space and colorblindness.




Answer



First of all, you should never use red and green to differentiate between things, since that is the most common type of colour blindness.


To indicate if a row has been edited, the text could be displayed in a different colour than rows that have been edited, with the unedited rows emphasized (ex. medium-grey for edited and black for unedited). Doing this will already reduce the width of the row text.


To indicate if the two properties have been edited, you could have a small icon representing each instead of the full text "sales" and "industry."


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