Purpose
To explain the new Agents table layout and help you:
Overview of the New Layout
The new Agents table introduces several improvements:
✔ Drag-and-drop columns
You can reorder columns by dragging them left or right.
✔ Add dozens of new data columns
Right-click (or click the column menu) to insert new columns on either side.
✔ Hide or show columns
Hide columns you don’t need. Add them back anytime.
✔ Advanced Filters
Build multi-condition filters—even layered AND/OR logic—and save them for future use.
✔ Saved filters (Private or Public)
You decide whether your saved filters are personal or shared with your entire organization.
✔ Layout persists for your login only
You can arrange your workspace however you want without affecting anyone else’s view.
Customizing Columns
Columns allow you to customize the categories at a glance in the agent table.
Add a Column
Hover over any column header.
Left click on a header.
Choose Insert Column to Left or Insert Column to Right.
Select the field you want to add.
Newly added columns can be hidden later. Default columns (Full Name, Email, Phone, Company, Tags) cannot be hidden.
The new column is added to your layout immediately.
Reorder Columns
Click and drag any column header to move it left or right.
Hide a Column
To hide a column:
Hover over the desired column and left click.
Click Hide Column.
Pin a Column
Pinned columns always appear on the far left and remain visible while scrolling.
Sorting Data
You can sort any column:
Sort Ascending
Sort Descending
Using Filters
Filters allow you to select criteria for agents, and then display only those matching criteria in your table.
Open Filters
Click Select Filter in the top-right of the table.
Select from predefined filters, or create your own.
Create a New Filter
Click + Add Filter (or Add Filter in the Filters panel).
Choose a field (e.g., “Email Address”).
Select a condition (e.g., “Contains”).
Enter a value (“mail.me”).
Optionally add more conditions using Match ALL or Match ANY logic.
Name your filter.
Choose Private or Public.
Save or Save & Apply Filter.
Apply a Filter
Once saved:
Open Select Filter.
Choose your saved filter.
The table immediately updates to show matching agents.
Delete a Filter
From the Filters panel:
Click the trash can next to a saved filter.
Filter Fields: Definitions & Use Cases
Below is a three-column table: Name | Definition | Example Use Case.
Only fields with known meanings are included; fields tied to CRM Details will be linked to Article 2.
Agent Data & CRM Fields
Field Name | Definition | Use Case |
Full Name | Agent’s name on profile | Sort list alphabetically |
Email Address | Agent’s stored email | Filter agents with a shared domain (e.g., |
Phone Number | Agent’s phone number | Identify agents without phone numbers |
Company | Associated brokerage | View agents grouped by company |
Contact Type | CRM category (Current Client / Lead / Past Client) | Build lists of active vs dormant clients |
Lead Source | CRM field showing where the agent originated | Track marketing performance |
Agent Value | Custom CRM field | Prioritize VIPs / High-value agents |
Next Contact Date | CRM follow-up date | Daily/weekly follow-up lists |
Last Contact Date | Most recent contact date | Identify neglected accounts |
Past Due Invoice Count | Number of unpaid invoices | Collection follow-ups |
Past Due Invoice Sum | Amount owed | Prioritizing accounts with outstanding balances |
Birthday | CRM field | Customer care, gifts, reminders |
Engagement & Activity
Field Name | Definition | Use Case |
First Order Date | Date of agent’s first order | New client onboarding support |
Last Order Date | Most recent order | Detect inactive clients |
Number of Shoots – All Time | Total appointments | Identify high-volume clients |
Number of Shoots – This Month to Date | Shoots from start of month to today | Compare month-to-date performance |
Number of Shoots – Last Year to Date | Jan 1 of last year → today’s date last year | Compare year-over-year performance |
Number of Shoots – This Year to Date | Jan 1 of this year → today | Track annual performance |
Sales Metrics
Field Name | Definition | Use Case |
Revenue All Time | Lifetime revenue per agent | Identify top contributors |
Revenue Last Month | Revenue from last calendar month | Monthly reporting |
Revenue This Year | Revenue from Jan 1 to today | Track growth |
AOV (All Time) | Average order value | Spot agents who spend more per order |
AOV This Year | YTD average order value | Compare trends |
Other Fields
Field Name | Definition | Use Case |
Credits | Current credits | Identify agents who need a top-up |
Tags | Custom tags | Group agents by region or workflow |
Social Links (FB/IG/LinkedIn/etc.) | CRM profile links | Marketing follow-up |
Bans & Restrictions | Agents who have banned a photographer | Scheduling edge cases |
Custom Order Pages | Whether they use a custom page | Marketing-specific workflows |
If a field originates from the CRM Details card, see more details here:
Understanding the CRM Details Card
Conditions List (How Filters Match Data)
Condition | Meaning |
Is | Exact match |
Is Not | Excludes exact match |
Is Empty | Field is blank |
Is Not Empty | Field has data |
Contains | Text includes the value |
Starts With | Begins with the value |
Does Not Start With | Excludes values with that prefix |
How Your Layout Is Saved
Your customized layout is your personal workspace.
✔ Persists across all devices
Your preferences follow your login—desktop, tablet, laptop—automatically.
✔ Doesn’t affect anyone else
Other admins and team members see their own layout.
Your changes never overwrite or disrupt someone else’s setup.
✔ Filters can be shared
If you want others in your org to use your saved filter, choose Public.
If not, keep it Private.
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