Table configuration and filters in lists

Partnerplace allows you to customize your view of Lead Lists and Partner Lists through Table Configuration and Filters. These tools help you display only the information you need and find specific records quickly.

Accessing Table Configuration

The Table Configuration feature is available on both the Lead List and Partner List pages. To access it, click the Table Configuration button located in the top-left area of the list page, next to the filter options.

Customizing Column Display

Table Configuration allows you to control which columns appear in your list view. When you open the Table Configuration panel, you'll see a list of available columns, each with a toggle switch.

Available Columns in Lead List

Standard columns available for Lead List include:

• Status - Current status of the lead
• Estimated Value - The estimated deal value
• Est. Commission - Estimated commission amount
• Created at - Date the lead was created
• Last update - Date of last modification
• Status upd. - Status update timestamp
• Stage - Current stage in the sales pipeline
• Lead Source - Origin or source of the lead
• Custom fields - Any custom fields you've created (appear at the bottom of the list)

Available Columns in Partner List

Standard columns available for Partner List include:

• Manager - Assigned partner manager
• Type - Partner type classification
• Tier - Partner tier level
• Leads - Number of associated leads
• Revenue Won - Total revenue from won deals
• Est. value - Estimated pipeline value
• Last update - Date of last modification
• Created at - Date the partner was added
• Custom fields - Any custom partner fields you've created

Enabling and Disabling Columns

1. Open the Table Configuration panel
2. Locate the column you want to show or hide
3. Toggle the switch:
   • ON (red/enabled) - Column will be visible in the list
   • OFF (gray/disabled) - Column will be hidden from the list
4. Close the Table Configuration panel

Your column configuration is saved automatically and persists across sessions. Each user maintains their own table configuration preferences.

Using Filters

Filters allow you to narrow down your list to show only records that meet specific criteria. Filter options appear as dropdown buttons at the top of the list page.

Available Filters

Lead List Filters:

• Partner - Filter by specific partner
• Assigned to - Filter by user assignment
• Country - Filter by country
• Status - Filter by lead status
• Stage - Filter by pipeline stage
• Custom fields - Filter by custom field values (if custom fields are enabled in Table Configuration)

Partner List Filters:

• Country - Filter by partner location
• City - Filter by partner city
• Partner Manager - Filter by assigned manager
• Type - Filter by partner type
• Tier - Filter by partner tier
• Custom fields - Filter by custom partner field values

Applying Filters

1. Click on a filter dropdown button (e.g., Partner, Country)
2. Select or enter your filter criteria:
   • For dropdown filters, select one or more options
   • For text filters (like custom fields), enter the text to search for
   • For date filters, select date ranges
3. The list automatically updates to show only matching records
4. You can apply multiple filters simultaneously to narrow results further

Active Filter Indicator

When filters are active, you'll see a count indicator showing how many filters are currently applied. This helps you understand why certain records may not be visible in your list.

Resetting Filters

To clear all active filters and return to the full list view:

1. Click the Reset Filters button (usually appears with a circular arrow icon)
2. All filter selections will be cleared
3. The list will display all records again

Filtering by Custom Fields

Custom fields can be used for filtering, but they must first be enabled in your Table Configuration. The workflow is:

1. Ensure the custom field has "Show field in lead list" or "Show field in partner list" enabled in the field settings (Administrator Panel > Custom fields)
2. Open Table Configuration and toggle the custom field ON
3. Close the Table Configuration panel
4. The custom field column now appears in your list
5. The custom field is now available as a filter option
6. Click on the custom field column header or locate it in the filter options
7. Enter your filter criteria

Note: Custom fields must be visible in the table before they can be used for filtering.

Combining Table Configuration and Filters

Table Configuration and Filters work together to create your ideal view:

• Table Configuration determines which columns you see
• Filters determine which rows you see

For example, you might:

1. Enable only the columns you need (Status, Estimated Value, Custom1)
2. Filter to show only leads from a specific partner
3. Further filter by a custom field value

This creates a focused view showing exactly the information you need.

Per-User Configuration

Important points about table configuration and filters:

• Table Configuration is personal: Each user's column selections are saved individually. Your configuration doesn't affect other users
• Filters are temporary: Filter selections are session-based and reset when you navigate away (unless you save them - see "Saving Filter Selections" documentation)
• Settings persist: Your Table Configuration choices remain saved across browser sessions

Best Practices

For Table Configuration

• Enable what you use: Only enable columns you regularly reference to keep your view clean
• Consider screen size: Too many columns can require horizontal scrolling
• Prioritize key metrics: Enable columns that help you make decisions quickly
• Enable before filtering: Remember that columns must be enabled before you can filter by them

For Filters

• Start broad, narrow down: Begin with fewer filters and add more as needed
• Use multiple filters: Combine filters for precise results (e.g., Partner + Stage + Custom field)
• Check active filters: If you don't see expected results, check which filters are active
• Reset when done: Clear filters when finished to avoid confusion in your next session
• Save common searches: If you use the same filters repeatedly, save them (see "Saving Filter Selections" documentation)

Troubleshooting

1. Custom Field Not Appearing in Table Configuration

Issue: A custom field doesn't appear in the Table Configuration list.

Solution:

• Go to Administrator Panel > Custom fields
• Find the field and verify that "Show field in lead list" or "Show field in partner list" toggle is enabled (ON/red)
• Refresh the list page
• Check again in Table Configuration - custom fields appear at the bottom of the list

2. Cannot Filter by a Field

Issue: Unable to filter by a specific field or custom field.

Solution:

• Open Table Configuration and verify the field is enabled (toggled ON)
• For custom fields, confirm "Show field in list" is enabled in field settings
• Close and reopen the filter panel
• Verify that at least one record has a value in that field

3. Filter Returns No Results

Issue: Applying a filter shows zero records.

Solution:

• Check that you're searching for the correct value (filters may be case-sensitive)
• Try a partial match instead of exact text
• Review all active filters - you may have conflicting criteria
• Click Reset Filters and start over

4. Columns Disappeared After Update

Issue: Columns that were visible are no longer showing.

Solution:

• Open Table Configuration
• Check if the column toggles were accidentally disabled
• Re-enable the columns you need
• Clear browser cache if the issue persists

Search Functionality

In addition to filters, both Lead List and Partner List pages include a Search field in the top-right corner. This allows you to quickly search across multiple fields simultaneously:

• Enter search text in the Search... field
• The system searches across lead names, client names, partner names, and other key fields
• Results update in real-time as you type
• Search works independently from filters, so you can use both together

If you continue to experience issues after trying these steps, please contact Partnerplace support for further assistance at support@partnerplace.comWhen contacting support, please provide:

• A detailed description of the issue
• Steps to reproduce the problem
• Any error messages you've encountered
• Your account information (username/email)

This will help the support team address your concerns more efficiently.