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, etc.) so you don't need to know which column holds the answer — just type what you're looking for.

Filtering

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

• Status — Show only Open, Done, or Closed 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. When filters are active, a Clear filters link appears so you can reset everything in one click.

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.

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.

Select No grouping to return to the flat list.

Saved Views

If you find yourself using the same combination of filters, sorting, and grouping 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, and grouping 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, and grouping.

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, a dot appears next to the view name to let 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

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)

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.