Working with Data Tables

Overview

BlueClerk uses data tables throughout the app to display lists of tickets, jobs, invoices, customers, and more. These tables let you quickly browse records, search for specific items, sort by different columns, filter by status or other criteria, and select multiple items at once for bulk actions.

Table Features

Searching

Most tables include a search box at the top:

1. Type your search term in the search field
2. Results filter automatically as you type
3. Search covers multiple fields - names, addresses, job numbers, emails, etc.
4. Clear the search to see all records again

Filtering

Many tables now include filter dropdowns for quick filtering:

1. Look for filter dropdowns near the search box (e.g., "Status", "Type")
2. Click a filter dropdown to see available options
3. Select an option to filter the table instantly
4. Clear filters by selecting "All" or the default option
5. Combine filters - use multiple filters together to narrow results

Common filters:

• Status filters - Filter tickets by Open, Scheduled, Completed, etc.
• Type filters - Filter customers by Homeowner, Builder, Business
• Date filters - Filter by date ranges on some tables

Sorting

Click any column header to sort by that column:

1. Click once to sort ascending (A-Z, oldest first, smallest first)
2. Click again to sort descending (Z-A, newest first, largest first)
3. Look for the arrow icon next to the column name to see current sort direction

Bulk Actions

Select multiple rows to perform actions on several items at once:

1. Click the checkbox in the leftmost column of any row
2. Select multiple rows by checking multiple boxes
3. Use "Select All" checkbox in the header to select all visible rows
4. Bulk action buttons appear above the table when rows are selected
5. Click the action you want to perform (e.g., Delete, Export, Change Status)
6. Confirm the action if prompted

Common bulk actions:

• Delete - Remove multiple records at once
• Export - Download selected rows as CSV
• Change Status - Update status for multiple tickets or jobs
• Assign - Assign multiple items to a team member

Pagination

Tables show a limited number of rows at a time:

1. See "Rows per page" dropdown at the bottom
2. Change page size to show 10, 25, 50, or 100 rows
3. Navigate pages using Previous/Next buttons
4. Jump to a page using page number buttons

Tips

• Combine search and filters - Use search with filters to narrow down large lists quickly
• Sort after filtering - Filter first, then sort the filtered results
• Bookmark filtered views - Your browser URL updates with filters, so you can bookmark common views
• Export filtered data - Bulk export respects your current search and filters
• Keyboard shortcuts - Use Tab to move between search and filters quickly

Questions

Q: Do filters remember my settings? A: Filters reset when you leave the page, but you can bookmark the URL to save a filtered view.

Q: Can I filter by multiple statuses at once? A: Currently, most filters select one option at a time. Use search to find multiple specific items.

Q: What happens if I select all rows and perform a bulk action? A: "Select All" only selects visible rows on the current page. To act on all records, increase the page size first or select across multiple pages.

Q: Why don't I see bulk action checkboxes on some tables? A: Bulk actions are available on most list views (customers, tickets, jobs, invoices, estimates, items). Some specialized tables may not support bulk actions.

Q: Can I export all my data, not just what's visible? A: Export actions work on selected rows. To export everything, increase page size to show all records, select all, then export.