Building blocks

Rows and the table

The main table is where most work happens: adding rows, editing cells inline, narrowing down to what matters, and acting on many records at once.

A panel main table with the full toolbar across the top, several rows of data, checkboxes down the left, and an aggregation footer — The main table, with the toolbar above and aggregations in the footer.

The toolbar

Left to right:

Control	What it does
New <panel>	Adds a row, ready to fill in
Search	Collapses to a button, expands into a box. Searches the panel including Unique IDs
Owner	Filter to one or more owners; the button shows how many are selected
Filter	Advanced, stackable column filters
Duplicates	Group rows that repeat an email, phone or primary value
Send Emails	Email Campaign panels only — opens the campaign composer
Chat	Appears when a Flux chat channel is connected — opens the live queue
Section switcher	Move between sections, with the live row count on the right

Search

Search runs over the rows already loaded in your browser, which makes it instant. If nothing matches, Search more rows asks the server to look through the rest of the panel.

It matches Unique IDs too, so pasting a reference a customer quoted takes you straight to their record.

Filters

Owner is the quick filter, because owner is the axis most work is divided along. Filter is the general one: pick a column, pick an operator, give a value, and stack as many clauses as you need.

is equal to
is not equal to
is greater than
is greater than or equal to
is smaller than
is smaller than or equal to
matches to

Then Apply, or Clear to drop them all. Filters are per-visit and personal to you — they change nothing for anyone else.

A filter you rebuild every day should be a Filter Table tab, which saves it for the whole team. A split that should be permanent should be a section.

Editing rows

Click any cell to edit it in place. Each column type opens its own small editor — dropdowns and statuses show their coloured options, owner shows the member list, dates open a picker, and Bucket columns take a file straight from the cell.

Every change is written to the record's activity timeline, so nothing is silently overwritten. Rows load as you scroll; Load More pulls the next page.

Bulk actions

Ticking the checkbox column opens the bulk bar:

Action	Notes
Duplicate	Copies the selected rows into the same section
Export	Queues a server-side export of just those rows
Move to section	Within the same panel — columns match, so nothing to map
Move to panel	Across panels — you map the columns as you go with Map & Move
Delete	Removes the rows and their activity

Duplicates

Duplicates groups rows that repeat an email address, a phone number or the primary value, and shades each group so you can see them together.

It is a review mode, not a filter. While it is on, Search, New, Owner and Filter are disabled — and if no duplicates are found it switches itself back off.

Cognify shows you the groups; it does not merge them. Merging means deciding which record survives, moving anything you need off the others, and deleting the rest — a judgement call the system should not make for you.

The table in Duplicates mode, with two shaded groups of rows sharing the same email address, and the search and filter buttons visibly disabled — Duplicates mode shades each repeating group.

How do I…

Add a row — New <panel>, then fill the cells inline.

Find a record by its ID — Type or paste the Unique ID into Search.

Filter to my own work — Owner → pick yourself. If your role is view only own data, this is already applied and cannot be removed.

Move rows to another panel — Select the rows → Move to → pick the panel and section → Map & Move, matching the columns as you go.

Review duplicates — Turn on Duplicates, read each group, keep the record you want and delete the rest. Turn it off to get the normal toolbar back.

Fix a wrong row count — Section ⋯ → Calibrate.