How to navigate and manage the Organizations listing page in the Zuper web app

How to navigate and manage the Organizations listing page in the Zuper web app

Zuper's Organization's listing page helps manage organization information in one place for more efficient operations. From this page, you can search organizations, apply filters, quick-filters, customize columns, and perform core actions. 
Navigation: Clients -> Organizations

Overview:

1. Click the "Clients" module from the left navigation menu and select "Organizations." 



2. You can use the “Quick Filter” dropdown to access and select any saved quick filters.
Note: Manage Quick Filter helps you add and remove quick filters.


3. Use the   Search icon to find organizations using free-text keywords. 
This search, by default, looks up against name and email.
Note: If you want to use the free text search to search across other fields, such as address, custom fields, etc., please contact our support team at support@zuper.co to enable this feature.

 
4. Use the "Customize" button to customize the table columns, and you can reorder the columns by drag and drop using the  icon. 



5. Use the "+Create New Organization" button to create a new organization. 

 

6. The bottom panel enables you to customize the items per page, and you can use right and left arrows to navigate between the pages. 



7. You can enter the page number in the "Goto" option to navigate the page. 




8. You can do bulk/mass action by marking a checkmark on the text box and choosing the action from the pop-up that appears at the bottom. 
  1. Select the field to be updated and click the "Update" button. 
  2. The fields are updated successfully. 
Note: Selecting "Check All" in the table column will select all records across all pages. Therefore, it is recommended to use a filter and perform bulk actions on a limited set of data. By default, bulk actions are limited to a maximum of 1,000 records at a time.



How to add a filter and save it as a quick filter?

Filter

1. Select the filter icon to filter the organization module details. 
 

2. Click the "+ Add Filter" button to provide the conditions. 
 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.
4. Click the "Apply Filter" button. 
Note: You can use the "+Add Filter" button to add multiple filters. 



5. The filter is applied successfully. 



6. Click the "Clear Filter" button to remove the filter. 



Quick Filter

1. Select the filter icon to filter the organization module details. 
 

2. Click the "+ Add Filter" button to provide the conditions. 
 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.
4. Click the "Apply Filter" button. 
Note: You can use the "+Add Filter" button to add multiple filters. 
A checkbox on the "Save Applied Filter" will help you to save the filter as "Quick Filter."


5.  a. Filter Name (Mandatory) - Give a unique name for the filter.

     b. Filter Applicability (Mandatory) - This option lets you choose the users you want to share this quick filter with. 
6. Click the "Save Filter" button to create the quick filter. 


7. The new quick filter is created successfully. 




The organization module is critical to managing all the organization creation, viewing the listing page,  and performing various actions on the details page.