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Tables

The main way to navigate data in CustomerOS is via tables.

The default tables provided each display a single main object:

  1. Companies
  2. Contacts
  3. Contracts
  4. Invoices

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Filtering, Sorting and Searching

Each table can be filtered using the Add Filter button, finding exact matches, ranges and other similar results within that column of the table.

Tables can also be sorted in alphabetical or reverse alphabetical order over a single column.

Finally a search can also be applied over filtered tables to further narrow down results.

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Saved Tables

CustomerOS allows you to save tables with specific searches, filters and sorts applied to them. There are two ways that you can save tables, either My views or Team views.

Team views are great for sharing with others, whilst My views are good for important views that are specific to your specific use of CustomerOS.

To create a Saved Table start by navigating to the main data object’s table that you want to save. Here, filter, sort and search over this table until you have the view you want to save.

Then, hover over the object in the sidebar and click on the three dots that appear to find Save as....

You will then be able to name your new saved view and set it as as a shared Team view or a private My view.

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Kanbans

An alternative way of displaying data rather than a table is a Kanban view.

Kanbans are organized by displaying columns of objects based on a Single Select value. In the case of Opportunities, each card represents an opportunity object organized by Status.

Currently CustomerOS only supports Kanban views for Opportunities.