CC 360 Transaction History Tab
Customer 360 transaction history provides a view of a customer's transactions, including parts, equipment, and services.
Updated on 5th Mar 2025
Context
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This UX task revolves around the "Transaction History" tab within the Customer 360 view.
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This tab contains both a list view (parts and equipment) and a graphical view (parts, equipment, and services).
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The graphical view is intended to show a timeline of customer transactions and service interactions.
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The transaction history tab is heavily used but not the graphical view
Category
Team
UX Design
Year
25 Feb - 4 Mar
Problem
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Inconsistency: The list view shows a subset of the information displayed in the graphical view.
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Graphical View Usability:
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Confusing color representation.
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Displays only a subset of the data (initially).
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Filtering may not work or is not intuitive.
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Overall poor user experience.
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Not a clear timeline view as intended.
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Lack of User Adoption: The graphical view is not widely used, possibly due to its flaws and being "hidden."
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Tab Functionality: The entire "Transaction History" tab may need to be rethought to optimize user experience and better understand user needs.
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Error Handling: Generic error messages (like "network error") are displayed, and a more refined approach to error handling and messaging is needed.
Solution V1
This solution solves the issues mentioned above of using the graph.
Y axis switch for better decision making.
Modern bubble for quick scan.
Compare & See only what required.
Rang-able of X axis
Dots for clear indication of checkpoint
A triggered "Tooltip" promoting the graph, helps in bringing the discoverability of the feature.