📝 Category:
Working with Leads
Here’s how to sort, filter, and search your Leads, Orders, or Payments right from the table view.
🔽 Sorting Columns
You can sort table columns in two ways:
Click the Column Header
Click once to sort in ascending order (▲ icon appears).
Click again for descending order (▼ icon appears).
Click a third time to remove sorting (icon disappears).
Use the Column Menu
Hover over the column name and click the three vertical dots.
Select:
Sort A to Z – Ascending order
Sort Z to A – Descending order
Remove Sort – Clear sorting and return to the original order
Filtering Leads, Payments, or Orders
You can filter by date or by column values using filter menus.
Filter by Date
Use the date selector above the table.
Choose a preset range:
Last 15, 30, 45, 90 days,This month, orLast monthOr, use Custom dates to set a specific range.
Filter by Column
Option 1: Use the Filter Button
Click the Filter button above the table.
In the filter dialog:
Select a column
Choose a filter type (e.g., contains, equals, starts with)
Enter your value
Add more filters with + Add Filter
Remove filters by clicking the X next to them
Clear all filters using the Remove All button
Option 2: Use the Column Menu
Hover over the column name and click the three vertical dots
Select Filter to open the same filtering dialog as above
Using the Search Box
Quickly narrow down table results using the search bar in the upper-right corner.
The search is progressive—as you type, the table instantly updates to show only items that match all entered characters.
💡 Tip: Combine filters, sorts, and search to create a highly targeted view of your leads, payments, or orders!