Search and sort data objects using tables and kanban boards.
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.
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
.
Status
.
Currently CustomerOS only supports Kanban views for Opportunities.