Tables and views

Tables sit in the left sidebar. Each one is a saved view over a single CRM object, so it never goes stale: the columns, the filter and the sort are stored, and the rows are read from your CRM every time you open it.

What a table is made of

• A primary entity. The CRM object it is built on: Organization, Person, Deal, Task, or a custom object your CRM syncs. One table has exactly one.
• Columns. Fields from that object, fields from directly related records, and Spiich-generated columns such as an AI Summary or a prompt column.
• A saved filter. Applied every time anyone opens the table.
• A saved sort. The order rows come back in by default.

The Tables page groups everything you can open into This morning (tables Spiich builds for you), Shortlisted, Shared, Mine and, for admins, Other members. Each row carries a plain-English description of what the table will return, the owner's initials and when it was last updated.

Create a table

1. 1

   Open Tables and click New table

   Tables is in the left sidebar, and Cmd+K then Go to then Tables works from anywhere. New table is at the top right.

2. 2

   Name it and choose the scope

   Type a name, and click the icon square beside it for a different icon. Under Scope pick Personal (only you and admins see it) or Shared (the whole workspace sees it). Only admins can choose Shared.

3. 3

   Pick the primary entity

   Choose the CRM object the table is built on. Object types switched off are listed but cannot be picked, so turn the one you want on in Settings > Object Types first.

4. 4

   Add your columns

   Click Add column and search. The primary object's own fields come first, then fields of directly related records: a Deal table can show Organization and Person fields. Reorder with the arrows or by dragging, and remove one with the trash icon. At least one column is required to save.

5. 5

   Save a filter and a sort

   Under Saved filters click Filter, pick a field, then set a value. Repeat for each condition; all conditions are combined with AND. Under Saved sort pick a field and a direction, or leave the default of newest updated first.

6. 6

   Click Save

   The table opens. Rows load 30 at a time and page in as you scroll.

Filters, sorting and search

There are two kinds of filter. Saved filters are stored on the table and apply to everyone who opens it. Filter chips in the table header narrow what you are looking at right now without changing the table for anybody else. A chip can only narrow the saved filter, never widen it, so a table scoped to one set of records can never be opened up by someone adding a chip.

Two filter values are worth knowing about:

• Rolling dates. A date field can take a preset such as Today, This week or Last 30 days instead of two fixed dates, so a saved table stays correct tomorrow. The window resolves in your own time zone, weeks start on Monday, and a tab left open past midnight re-resolves it.
• me. On any user field such as Owner or Assignee, filter to whoever is looking rather than naming a person. Save that on a shared table and every member sees their own records.

Clicking a column header sorts by that column for your current session only; it does not touch the saved sort. The search box beside it does a "contains" match on one column at a time, named in the placeholder. The chevron opens Search in to point it elsewhere, and Escape clears the box.

Shared, Personal and your own copy

Everyone can open, search, shortlist and duplicate any table they can see, whether or not they can edit it. Starring a table pins it under Tables in the left sidebar; shortlists are per person, so starring a shared table affects nobody else.

To get an editable version of a table you cannot edit, click the duplicate icon on its row. The copy becomes your own personal table, named after the original with "(copy)" appended, and opens straight away. The original is untouched.

Limits

• A table needs a name and at least one column before it can be saved.
• Only status, label, currency, date, user, boolean, text and number fields can be filtered, and a saved sort accepts the same set. Filtering by a field on a related record is limited to one level of traversal and three such filters at a time.
• The search box only covers text columns, plus status or label columns with no predefined options. It cannot search a column pulled from a related record; use a filter for those.
• Column widths, on-screen column order and your chosen search column live in your browser, per table. To change the order for everyone, reorder the columns in the editor and save.
• There is no export in Tables, and records cannot be deleted from Spiich. Deletions arrive through the CRM sync.
• You cannot create a new CRM field from inside Spiich. Columns use fields your CRM already syncs, plus Spiich-generated columns and action buttons.

If something goes wrong

The table says a field no longer exists and shows no rows. The saved filter points at a CRM field that has been renamed or removed, and Spiich refuses to open the table rather than quietly returning a broader set than the filter intended. If you can manage the table, click Review saved filters, remove or replace each field listed as unavailable, and save. If you cannot, the message names who can.

A table you know has data reads "No records found". A saved filter, a header chip or the search box is narrowing it to nothing. Press Escape to clear the search, remove the chips, then check Edit and Saved filters. On a shared table a me filter resolves to whoever is looking, so an empty result can be correct for one person and not another.

The table reads "Failed to load records". Usually the saved sort points at a field the CRM no longer resolves. Open Edit, reset the saved sort, and save.

There is no Edit button. You are neither an admin nor the owner of that personal table. Duplicate it, or ask an admin.