How To: Filter, Sort, and Customize Data Tables

Goal

Learn how to efficiently find, filter, and organize your CRM data using KeenCRM's data table features.

Search

• Use the search bar at the top of any data table to search across all visible columns
• Searches are instant — results update as you type
• Search works on names, emails, phone numbers, titles, and other text fields

Sorting

• Click any column header to sort by that column
• Click again to reverse the sort order (ascending ↔ descending)
• A sort indicator arrow shows the current sort direction

Filtering

Many tables support filters:

• Status filter: Filter by record status (e.g., Active, Won, Pending)
• Date range: Filter by date (created, updated, due date)
• Owner/Assignee: Filter by the team member who owns the record
• Custom filters: Some tables support filtering by custom field values

Column Customization

KeenCRM's Column Manager lets you:

1. Click the column settings icon (⚙️) in the table header
2. Show/hide columns: Toggle which columns are visible
3. Reorder columns: Drag and drop columns to rearrange
4. Preferences are saved: Your column layout persists across sessions

Export

Click the Export button to download the current table data (with applied filters) as CSV or XLSX.

Tips

• Use column customization to show only the fields you need daily
• Combine search + filters for precise results
• Export filtered data for reports and analysis