Table Sorting in IZI CRM
Sorting changes the row order in a table by the selected column: largest to smallest or A to Z. One click on a column header — the table reorders instantly, no page reload needed.
What It Is and Why It Matters
Section titled “What It Is and Why It Matters”The default row order isn’t always right for the task at hand. Want to see the largest transactions of the day? Sort by amount descending. Looking for a client who hasn’t visited in a long time? Sort by last visit date, oldest first. Sorting lets you reframe the same data for different operational questions without leaving the screen.
Where It Appears
Section titled “Where It Appears”- Transactions — by amount, date, operation type
- Clients — by registration date, last visit date, balance
- Tariffs — by name, price
- Shift history — by opening date, duration
- Devices — by name, zone
How to Use It
Section titled “How to Use It”- Find the column header in the table you want to sort by
- Click it — an arrow appears showing sort direction (↑ ascending, ↓ descending)
- Click again — direction reverses
- Click a third time — sorting resets to default (in some sections)
Alternatively: above the table there may be a “Sort by” dropdown — select the field and direction from the list.
Business Value
Section titled “Business Value”Sorting by transaction amount helps quickly spot suspicious operations or large top-ups worth reviewing. Sorting clients by balance shows who has accumulated the most funds and who might benefit from a reminder about top-up bonuses — useful input for loyalty campaigns managed through IZI automation rules.
Related Patterns
Section titled “Related Patterns”- Table Filters — narrowing the row set; sorting works within the filtered set
- CSV/Excel Export — export preserves the current sort order
- Pagination — sorting persists when changing pages within the same table view
Limitations
Section titled “Limitations”- Not all columns support sorting — sortable headers highlight on hover to indicate they are clickable
- Multi-level sorting (first by A, then by B within A) is not supported
- Sorting does not persist between sessions; the table resets to its default order on next open
See Also
Section titled “See Also”Frequently asked questions
Does sorting persist on page refresh?
No, sorting resets on page reload or when navigating to another section. Every time you open a table it shows in its default order.
How do I sort by multiple columns at the same time?
Multi-level sorting is not supported in CRM. For complex sorting, export the data as CSV and sort in Excel.
What is the default row order in tables?
Depends on the section. Transactions — by date (newest first). Clients — by registration date (newest first). Tariffs — by name (alphabetical). Devices — by name.