The vast majority of data in Dronedesk is presented in tables. For example, if we look at the Clients section, Dronedesk will attempt to fit as much data as possible into the available screen space. If some columns are hidden due to limited space, you’ll see a plus icon in the leftmost column. Clicking that icon reveals the hidden columns.
To sort a table, simply click on a column header. Clicking it again will reverse the sort order. You can sort by multiple columns by holding the Shift key and clicking a second column header. Each click toggles between ascending and descending order.
Columns are rearrangeable; just click and drag a column header to a new position. You can also hide columns you don’t want to see by deselecting them in the column menu. Any configuration changes you make, such as column order or visibility, are saved for that table. So, if you refresh the page, your layout—such as the "Contact Name" column being moved to the right—will remain intact.
If you want to return the table to its default layout, you can do so at any time using the rewind/reset button in the top-right corner of the table.
Some tables include pagination controls at the bottom, where you can choose to display 5, 10, 50, or 100 records per page.
To export data, click the Export to Excel button, which will download the currently visible data. If you're trying to locate a specific record, you can use the search/filter box in the top-right corner. Just start typing, and the table will dynamically filter results as you go. Click the "X" in the search field to clear the filter.
By default, Dronedesk only shows active records, but if you've archived any, you can view them by clicking “Show archived records” in the bottom right corner. If there are archived items, you’ll also have the option to unarchive them.
Clicking a record’s menu icon allows you to view the record in read-only mode or edit it to make changes and save. You can also archive records directly from this menu.
Most records in Dronedesk support log entries, which you can add at any time. Logs can be exported either as a CSV file or in a printable view. Additionally, some records may include custom actions depending on the type of record you’re working with.
That’s an overview of how tables work in Dronedesk.
