Improved Sub-Account Organization and Filter (Sub-Accounts Management)
R
Renan Soares [CIMO]
🎯 Problem
Currently, when navigating between sub-accounts within the system, all accounts are displayed - including those that have already been paused, canceled, or are no longer in use.
In practice, this generates:
Visual pollution when selecting sub-accounts
Difficulty finding active accounts quickly
Loss of operational efficiency on a daily basis
Risk of accessing the wrong accounts by mistake
In addition, it is often not feasible to delete these sub-accounts because:
The customer can return in the future
It is important to keep history and data preserved
💡 Proposed Solution
Implement improvements in the management and visualization of sub-accounts, including:
- Filter by Status
Allow you to filter sub-accounts by status, such as:
Active
Paused
Cancelled
Archived
- Smart Concealment
Option to display only active sub-accounts by default, with the possibility to:
Activate viewing all accounts manually
Quickly switch between views
- Customizable Status Field
Allow the user to manually set the status of the sub-account (e.g. active, paused, closed)
- Search Bar Improvement
In the search for sub-accounts:
Prioritize active accounts
Possibility to apply filters directly to the search
- “Archive Subaccount” function (without deleting)
Create an archive option that:
Remove the sub-account from the main views
Keeps all data intact
Allows future reactivation
🧠 Actual Use Context
Companies and agencies that manage dozens or hundreds of sub-accounts end up accumulating inactive accounts over time. Without an efficient organization system, navigation becomes slow and confusing — directly impacting daily operation.
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