Manage Appointments

Manage Data Table List

The CRM section in the top navigation allows you to see Appointments, Projects, Properties, Customers and more in a table view. This view includes powerful tools to help you organize, analyze, and customize your experience. 

When viewing the table:

• Sort columns by clicking the up/down arrow next to a column title

• Filter results using the funnel icon in the search bar

  • You can add more than one filter at a time

  • All filters work together, so the results must match all the conditions you choose

  • To include multiple values in the same column (like several salespeople), use the “is any of” option

• Show, hide, or reorder columns using the settings icon (three lines and a gear) in the top right corner

• View totals in select columns shown in blue text

• Export filtered data (Primary users only) using the Export button in the upper right corner

👉 Learn more about CRM Data Table Tools