CRM Interface Patterns in IZI

CRM: Interface Patterns

This section describes the recurring interface elements of IZI CRM that appear across different sections: table filters, period selection, sorting, pagination, search, export, and batch actions. Understanding these patterns speeds up work in any section of the CRM.

Patterns work the same everywhere: filters in transactions, clients, and orders use the same mechanics. Once you learn filters in one place, the same skills apply in any other section.

What’s in this section

• Filters — how to apply, combine, and reset filters in tables
• Sort Dropdown — sorting columns ascending and descending
• Pagination — navigating long lists
• Search Input — search field: how it works, which fields it searches
• Date Picker — calendar for period selection: quick presets and manual input
• Compare Periods Toggle — switch for comparing two time periods
• Export CSV — exporting table data to CSV
• Batch Actions — selecting multiple records and applying an action to all at once

See also

• Transactions
• Clients
• Analytics