Data Tables

What are Data Tables?

Definition

Data Tables securely store your system's data including your CRM records, user information, and activities.

How can I use Data Tables?

Veloxity enables easy Data Table customization so you can quickly visualize the information most important to your business.

• Quickly edit and update your data directly from the table view.
• Create customized searches and charts to view and analyze your data.

Where can I find Data Tables? 

From the Main Menu > select the Data Type you want to view > List All

Navigating Data Tables

You are looking at a screenshot demonstrating Navigating an Opportunity Data Table:

Figure 1. Navigating an Opportunity Data Table.

How can I use Data Tables? 

Click the Overflow Menu to access table features.

You are looking at a screenshot demonstrating how to access Data Table Features: 

Figure 2. Data Table Features.

Target Your Search

Use Target Your Search to further refine your search:

1. Click Target Your Search
2. Enter the Search Term to further refine this search
3. A new table of results populates

For example, if you want to see all the opportunities in the negotiation stage this month enter the following terms into Target Your Search:

Figure 3. Target Your Search.

Show Linked Data

Use Show Linked Data to view additional related data:

1. Click Show Linked Data
2. Select Linked Data and select related data to display
3. A new table of results populates

For example, if you want to see all the activities related to this data, click activities:

Figure 4. Show Linked Data.

AutoFill

Use AutoFill to automatically fill a series of cells.

Create New Opportunity

Click Create New Opportunity to add a new data record to the data table. 

Delete Records

To delete records from the data table, 

1. Click the row number(s) of the data you want to delete

2. Click Delete Records

Move Records

Move the selected record by clicking one of the following options:

• Assign to a new Owner
• Assign to a new Account
• Assign to a new Sales Division

Manage Charts

Chart Builder allows you to easily manage saved charts, and create new charts from any data table.

Chart Builder is represented by the pie chart iconin the upper right corner of the screen. 

Click Charts  to access Chart Builder. Visit Chart Builder for more information. 

Export Data to CSV

Quickly export data to a CSV file. CSV files are used for exchanging data between different applications.

Manage Table Layout

If you make changes to the Data Table layout, you can save these changes for future use. Click the Overflow Menu then select Manage Table Layout.

You are looking at a screenshot demonstrating how to Manage Table Data:

Figure 5. Manage Table Data.

Assign to Sales Division

Assign to Sales Division enables you to assign selected records to a sales division.

Merge with Other Opportunity

You may find that you have duplicate records in your Veloxity CRM system. Perhaps two or more of the same Data Records have been entered into your system. Quickly merge these duplicate records using Merge Records.

Merge Records will guide you through a process of selecting which information you wish to keep and which information you wish to remove.

Visit Merging Data Records for more information. 

Sort Columns

Click the overflow menu on a column header to view sorting options. 

Notice you can sort the column in a variety of ways:

• Sort in ascending or descending order
• Sort columns using the check interface by selecting which columns to show and which columns to hide. 
• Group by This Field
• Filter

You are looking at a screenshot demonstrating Sorting by Column:

Figure 6. Sorting by Column.

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