Understanding FieldCamp's Client Table System
FieldCamp's Client Table provides comprehensive client data management through integrated sorting, filtering, and organizing capabilities. The system enables businesses to manage thousands of client records efficiently through a unified interface accessible from the Clients section.
The Organize Button: Central Command Center
The Organize button, located at the top-right of the Client Table, consolidates all data management functions into a single control panel. This button provides immediate access to:
Filter mechanisms for location-based, status-based, or temporal segmentation
Sort By functionality across all data fields including Name, Last Contacted, and Email
Group By categorization for status or industry clustering
Customize Columns for field visibility control
Pagination controls including infinite scroll options
Properties Management for custom field creation
FieldCamp → provides → unified client organization interface Client Table → enables → efficient data management Organize button → consolidates → all management functions
Sorting Mechanisms: Two-Path Approach
Column Header Sorting
Direct sorting occurs through clickable column headers:
Name: Alphabetical arrangement (ascending/descending)
Email: Domain-based organization
Last Contacted: Chronological prioritization
Location: Geographic clustering
Each column header toggles between ascending and descending order with a single click, providing instant reorganization without menu navigation.
Organize Menu Sorting
Advanced sorting through Organize > Sort By allows:
Multi-field sorting conditions
Custom sort priority chains
Persistent sort preferences
Export-ready sort configurations
Filtering System: Precision Data Segmentation
FieldCamp's filtering system operates through layered criteria accessible via the Filter button or through Organize > Filter:
Location Filtering
City-level: Target specific metropolitan areas
State-level: Regional campaign management
Custom regions: User-defined territories
Status Filtering
Active clients: Currently engaged customers
Inactive clients: Dormant accounts requiring reactivation
Priority clients: VIP or high-value segments
Temporal Filtering
Date ranges: Contact history windows
Activity periods: Engagement timeframes
Custom intervals: Business-specific cycles
Column Customization: Adaptive Display Configuration
Display Control
Through Organize > Customize Columns, users control:
Field visibility: Show/hide specific data points
Column width: Optimize screen real estate
Data density: Balance detail vs. overview
Column Arrangement
Drag-and-drop reordering: Prioritize critical information
Fixed columns: Lock essential fields during horizontal scrolling
Responsive layouts: Auto-adjust for device screens
Grouping Functionality: Categorical Organization
The Group By feature (Organize > Group By) creates hierarchical views:
Status grouping: Pipeline stage visualization
Location grouping: Territory management
Industry grouping: Vertical-specific organization
Custom grouping: Business-defined categories
Pagination and Data Loading Options
Traditional Pagination
Records per page: 10, 25, 50, 100 options
Page navigation: Direct page jumping
Total count display: Full database visibility
Infinite Scroll
Continuous loading: Seamless data exploration
Performance optimized: Lazy loading implementation
Search preservation: Maintains filter context
Custom Properties: Business-Specific Fields
Property Creation Process
Access the Client Table via Clients menu
Click Organize > Properties
Define field parameters:
Field name: Industry, Payment Terms, VIP Status
Data type: Text, number, date, dropdown
Validation rules: Required, unique, format constraints
Apply to existing and new records
Common Custom Properties
Industry vertical: Segmentation basis
Contract value: Revenue prioritization
Renewal date: Retention management
Preferred contact method: Communication optimization
View Management: Configuration Persistence
Saving Custom Views
After configuring filters, sorts, and columns:
Click "Save View" to preserve configuration
Name the view descriptively
Set as default or team-shared view
View Applications
Sales views: Pipeline-focused layouts
Service views: Support ticket integration
Executive views: High-level metrics display
Team views: Department-specific configurations