Articles in this section

See more

What is a Data Table in ClientPoint?

Avatar
Elayza Cataluna
  • Updated
Follow

Overview

The Data Table feature in ClientPoint enables administrators to create and customize their own tables that can be integrated into documents or product tools. This functionality simplifies database management within ClientPoint, allowing for better organization and retrieval of information relevant to your business operations.

How to Create and Manage Your Data Table

Step 1: Access the Data Table Settings

  • To start building a Data Table, navigate to:
    Settings > Customize > Data Table.

Settings.png

Customize.png

Step 2: Create a New Data Table

  • Click on Add Data Table. A prompt will appear for you to fill out the following fields:

Add Data Table.png

  • Data Table Label: This is the generic title of the table.
  • Data Table Name: This is the unique field name for the table. Note that this name cannot be repeated within the same workspace.
  • Workspace: This is where the Data Table will be added to. 

Step 3: Define Data Field Types or Columns

  • After creating the Data Table, you can define the various data fields that will represent the entities you want to manage. For instance, if you're adding product-related details, you might want to include fields like:
    • Name
    • Description
    • Price
    • Size
    • Currency

Available Data Field Types in ClientPoint:

  • Text: For short text entries.

  • Textarea: For longer text entries.

  • Select Dropdown: For predefined options.

  • Checkboxes: For multiple selections.

  • Number: For whole numbers.

  • Float: For decimal values.

  • Date: For date entries.

  • Currency: For monetary values.

  • To manage data table fields, select the desired Data Table and click on Edit.

Prod_Column.jpg

Here is an Example of Data Fields added in Columns:

  • Column 1: Product Name
  • Column 2: Description
  • Column 3: Price
  • Column 4: Size
  • Column 5: Currency

Prod_Column_2.png

Step 4: Add Data to Your Data Table

  • After defining the data fields, select the Data Table and click on Manage Data to add, edit, or delete entries.

Prod_3.png

Step 5: Adding Data

  • There are two methods for adding data to your Data Table:
    1. Add Data: Click this option and enter values according to the specified data types.
    2. Upload a CSV: You can also upload a CSV file containing your data.

Prod_3.png

Insert the values according to data type:

Prod4.jpg

Or upload a csv with data:

Prod_5.png

Step 6: Finalize Integration

  • Once your Data Table is complete, schedule a meeting with ClientPoint Support to discuss the integration of the table into your service or product tool.

The Data Table feature in ClientPoint provides a powerful way to organize and manage your data efficiently. By following the steps outlined above, you can create customized tables that meet your business needs.

For further assistance or questions about using direct links, please refer to our Help Center or reach out to our Customer Support team support@clientpoint.net. 

 

 

 

Related articles