Table Filters in IZI CRM
Table Filters in IZI CRM
Section titled “Table Filters in IZI CRM”Filters let you narrow any table to a specific slice: only a certain transaction type, only new clients, only shifts opened by a specific admin. Filters work on top of the selected date period.
What It Is and Why It Matters
Section titled “What It Is and Why It Matters”A filter is a condition that hides all table rows that don’t match the criteria. Unlike search, which looks for text, filters work on structured fields: operation type, payment method, employee role, zone, tariff.
When a table has hundreds of rows, filters give quick answers to specific questions without manual scrolling.
Where It Appears
Section titled “Where It Appears”- Transactions — by type (top-up, write-off, refund), payment method (cash, card, app, bonus), employee
- Clients — by group, status (active / blocked), whether phone is on file
- Shift history — by employee who opened the shift, status (open / closed)
- Analytics → Top-Up Bonuses — by accrual rule, top-up channel
- Warehouse — by product category, stock status
How to Use It
Section titled “How to Use It”- Open the section with the table
- Find the “Filters” button or filter icon above the table — click it
- Select values in the panel that opens. Dropdown fields — click and choose from options. Range fields — enter min and/or max
- Click “Apply” — the table updates. Active filters are usually highlighted with a badge or counter
- To remove a specific filter — click ”×” next to it. To clear all — the “Reset” button
Business Value
Section titled “Business Value”Filters are the owner’s tool for targeted checks. Examples:
- View only refunds for the month → see if there’s an anomaly with a specific tariff or employee
- Filter transactions by “Cash” → see how much actually went through outside the register
- Filter clients with “no phone” → see the share of one-time clients you can’t bring back through marketing
A well-configured filter replaces 20 minutes of manual analysis.
Related Patterns
Section titled “Related Patterns”- Search — text search within table rows
- Date Picker — restricting data by date
- CSV/Excel Export — exporting filtered data
- Batch Actions — actions on the filtered row set
Limitations
Section titled “Limitations”- Filters don’t persist between sessions — they reset when the browser is closed
- Some filters are only available to users whose custom role includes the corresponding permission (e.g. filter by employee requires the permission to view staff data)
- Combining 4–5+ filters may slow down table loading on large datasets
- Some fields are not filterable (e.g. free-text transaction comment) — use search for those
Frequently asked questions
How do I filter only app top-ups, not cash register ones?
In the transaction table open Filters, find the 'Channel' or 'Payment method' field and select 'App'. If this field is missing — use search by transaction type.
I set several filters and now see no data — why?
Multiple filters work with AND logic — only rows matching all conditions simultaneously are shown. If there's no data, the combination is probably too narrow. Remove filters one by one to find which one is excessive.
How do I reset all filters at once?
Click 'Reset filters' or 'Clear' in the filter panel. The button appears when at least one filter is active.
Do filters persist when I navigate to another section?
No, filters reset when you change sections. This is intentional — so you don't open Clients and see someone else's old filter.
Can I filter by multiple values of the same field at once?
Yes, most filter fields allow multiple selection. For example, select both 'Cash' and 'Card' in the payment method field — both types will appear.