The Client Table in FieldCamp enables users to sort, filter, and organize client records efficiently. Sorting arranges data (e.g., by name or contact date), filtering narrows results (e.g., by location or status), and organizing allows you to group and customize the display to focus on relevant details.

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Steps for Sorting, Filtering, and Organizing Clients

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1. Access the Client Table

  • Navigate to the Clients section from the main menu.

  • The Client Table will display a list of all stored client records.

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Using the Organize Button

  • The Organize button at the top-right of the Client Table provides access to multiple customization options in one place.

  • Clicking on Organize allows you to:

  • Filter records based on location, status, or date range.

  • Sort By different fields such as Name, Last Contacted, or Email.

  • Group By specific attributes like status or industry.

  • Customize Columns by selecting which fields to display.

  • Adjust Pagination or enable infinite scroll for easier navigation.

  • Manage Properties to add or edit custom properties for clients.

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Sorting Clients

Sorting can be done in two ways:

  • From Column Headers: Locate Column Headers at the top of the Client Table, such as:

    • Name

    • Email

    • Last Contacted

    • Location

  • Click a column header to sort clients in ascending or descending order.

    • Example: Clicking Name arranges clients alphabetically (A-Z or Z-A).

  • From Organize Menu: Click Organize > Sort By, select a column, and define sorting conditions.

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Filtering Clients

  • Open the Filter menu by clicking the “Filter” button or access it through Organize.

  • Set filter criteria such as:

    • Location: Filter clients by city, state, or region.

    • Status: Show only active, inactive, or priority clients.

    • Date Range: Display clients contacted or added within a specific timeframe.

  • Click Apply to update the table and show only relevant records.

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Organizing Clients

  • Select Columns to Display:

    • Click the “Customize Columns” button inside Organize to choose which fields appear in the table.

    • Example: Display only Name, Email, and Phone Number.

  • Rearrange Columns:

    • Drag and drop column headers to change their order.

  • Group by Category (If Supported):

    • Use the “Group By” option inside Organize to categorize clients by attributes like status or location.

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Pagination & Infinite Scroll

  • Manage Pagination:

    • Adjust the number of records displayed per page for easy navigation.

  • Enable Infinite Scroll (If Available):

    • Load more records as you scroll instead of using pagination.

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Adding Custom Properties

  • Define Custom Fields:

    • Open Organize > Properties.

    • Add new fields such as Industry, Payment Terms, or VIP Status.

  • Apply to Clients:

    • When adding or editing a client, enter values for custom properties.

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5. Save and Access Custom Views

  • Save the Layout:

    • After organizing, click “Save View” to store the configuration for future use.

  • Access Saved Views:

    • Use the “Saved Views” dropdown to switch between pre-configured layouts.

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Key Benefits

  • Efficient Sorting & Filtering: Find clients faster with easy-to-use options.

  • Custom Views: Save and reuse frequently used layouts.

  • Advanced Organization: Group and categorize clients based on relevant attributes.

  • Custom Properties: Tailor the CRM to fit unique business needs.

With FieldCamp’s Client Table management tools, organizing and accessing client data is faster and more intuitive, ensuring a seamless workflow for your business.

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