Working with Tables

Most list pages in NORDVEST — Customers, Assets, Service Requests, Service Agreements, and We Owes — share a common table system. Once you learn how tables work on one page, you know how they work everywhere.

Searching

Type in the Search field to filter rows instantly. The search checks across multiple columns (names, reference numbers, cities, customer names, etc.) so you don't need to know which column holds the answer — just type what you're looking for.

Search is forgiving with punctuation: "coop" finds "Co-op", "van beek" finds "VanBeek". Spaces, dashes, periods, and apostrophes are ignored on both sides of the comparison, so type the name however you remember it.

Filtering

Each table offers filters specific to that page. Common examples:

• Status — Show only Open, Done, Closed, or Cancelled items
• Customer — Narrow to a specific customer
• Date ranges — Filter by created date, scheduled date, or due date
• Type — Filter by asset type, agreement type, etc.

Filters update the table immediately as you change them. Active filters are highlighted at the top of every table, so it's obvious at a glance whether the list you're looking at is filtered. When filters are active, a Clear filters link appears so you can reset everything in one click.

When you have two or more values selected in a multi-select filter, the chip shows "X filtered" so you don't have to count them yourself.

Negated filters

Need to exclude something instead of include it? Flip any filter to negative and you're set — "Status is not closed", "Type is not warranty", and so on. No more clicking through and picking every other option.

Sorting

Click any sortable column header to sort by that column. Click the same header again to reverse the direction. The arrow icon shows which column is sorted and in which direction.

Opening Rows

The whole row is a doorway, not just the name. Click anywhere on a row to open that record's detail page — no need to hunt for the underlined name. Cmd/Ctrl-click (or middle-click) opens it in a new tab instead, so you can fan out a few records without losing your place in the list.

Buttons, links, status badges, and form controls inside a row still do their own thing — clicking the status badge on a Service Request updates the status; it doesn't navigate. The row only opens when you click "empty" cell space.

Right-click menu

Right-click any row to open a quick-action menu anchored at your cursor:

• Open — go to the detail page
• Open in new tab — same, in a background tab
• Copy link — copy the record's URL to your clipboard (handy for pasting into a message or note)
• Edit — jump straight to the edit form
• Go to customer — hop to the related customer record (where applicable)

The menu closes when you click outside it, press Escape, or scroll. Because the customer destination now lives in this menu, the old inline customer links were removed from the cells they used to clutter — the row stays clean and the customer is one right-click away.

Tip: On a touch device or trackpad without a right mouse button, use the platform's secondary-click gesture (two-finger tap / long-press) to open the row menu.

Columns

Tables now give you full control over what's shown and in what order:

• Resize — Drag the handle at the right edge of any column header. The width is saved per view, so it sticks across sessions
• Show / hide and reorder — Click the Columns button in the toolbar to toggle individual columns on or off and drag them into any order
• Truncation — Headers and cell content that exceed the column width are truncated with an ellipsis instead of wrapping. Hover any truncated cell to see the full value

Grouping

Some tables support a Group by dropdown. This organizes rows under headings — for example, grouping Service Agreements by customer shows each customer's agreements together under a labeled header. Each group header includes a count so you can see at a glance how many items are in each group.

Available grouping options vary by page:

Status grouping on Service Requests uses the logical order (Open → Done → Closed → Cancelled), not alphabetical.

Select No grouping to return to the flat list.

Saved Views

If you find yourself using the same combination of filters, sorting, grouping, and column layout regularly, save it as a view so you can get back to it with one click.

Saving a View

1. Set up your filters, sorting, grouping, and columns the way you want
2. Click the Views button (bookmark icon) in the top-right of the filter bar
3. Select Save current view
4. Give it a descriptive name (e.g., "Open requests - Portland" or "Quarterly PMs due")
5. Click Save

Loading a View

Click the Views button and select any saved view from the list. The table updates immediately with that view's filters, sorting, grouping, and column layout.

Pinning Views to the Sidebar

Saved views can live in your left sidebar — one click and you're there. Open the Views dropdown and toggle the sidebar pin on any view you want to keep handy. Tweak it, save it, pin it, and it shows up in the sidebar of every page in your tenant.

Service Requests come with two baked-in defaults to get you started. The same lives for We Owes ("just mine"), or Service Requests overdue today, or whatever shape your week takes. Make it yours.

System Views

Some pages ship with system views baked in — pre-configured filters and column layouts that match common workflows. Service Agreements, for example, has a few system views you can load without setting them up yourself. They appear in the Views dropdown alongside your personal and team views.

If you don't want a system view cluttering your sidebar, you can hide it from the sidebar without losing access to it from the dropdown. Open the Views dropdown → toggle the sidebar pin off.

Default Views

Star a view to make it your default — every time you visit that page, NORDVEST loads your default view automatically. Click the star again to remove the default and go back to the standard unfiltered view.

Tip: URL parameters always win. If someone shares a link with specific filters in the URL, those take effect even if you have a default view set. This way shared links always show exactly what was intended.

Unsaved Changes

If you modify filters while a saved view is active, an Unsaved badge appears next to the view name so you know the table no longer matches the saved state. From there you can:

• Save — Update the existing view with your changes
• Save as new view — Keep the original and create a new view with your changes
• Reset — Throw away your tweaks and go back to the saved state

Managing Views

From the Views dropdown you can:

• Rename a view (pencil icon)
• Delete a view (trash icon)
• Set or remove as default (star icon)
• Pin to / unpin from sidebar

Team Views

Admins can create shared views that appear for everyone on the team. When saving a view, check the Shared with team option to make it available company-wide. Team views appear in a separate section in the dropdown, marked with a building icon.

Team views are great for standard workflows — "This week's open requests" or "Active agreements by customer" — so everyone starts from the same page without each person recreating the same filters.

Note: Only Admins can create, rename, or delete team views. All users can load and use them.