The pools list allows you to view all the pool records in your account. You can search for pools by typing part of the name of a linked contact, the ID, the address or the name given to identify the pool and can filter by tag.

You can import and export your pool records as a CSV file and can download a sample Excel spreadsheet to ensure the correct formatting of your data.

• Accessing the Pools Page
• Search for Pools 
• Filter by Tags and Store Locations
• Columns 
• Filters 
• Export and Import
• Actions 
• Bulk Actions
• Pool Overview

Accessing the Pools Page

To access the Pools page, go to Operations → Pools.

Search for Pools 

Click the Search Pool bar and enter a portion of the pool details to auto-search.

Filter by Tags and Store Locations

The pools can also be filtered using pool tags and Store Locations. To know more about setting up tags, head over to the tags article. [insert link for creating tags]

Columns 

Click on the Columns tab just above the ID column. You can tweak the columns you want to get displayed on the Pools page using the columns tab.  Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set it to show or hide the following columns within this section: 

• Detail panel toggle
• Checkbox selection
• Id
• Pool name
• Address
• Surface type
• Pool type
• Filter
• Source water
• Location
• Ground level
• Classification
• Volume
• Linked contacts
• Equipment name
• Equipment type
• Test due
• Built by
• Build date
• Created date
• Actions

The Actions column cannot be toggled because it has important options to make workflows more effiecient. 

You can also sort and pin columns by hovering over a particular column heading and clicking the three dots. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box. 

Filters 

You can set filters for the pool list by clicking on the Filters option beside Columns. 

• ID
• Pool name
• Address
• Surface type
• Pool type
• Filter
• Source water
• Location
• Ground level
• Classification
• Volume
• Equipment name
• Equipment type
• Test due
• Built by
• Build date
• Created date

Then select Operator;

• is

• is not
  

• is after

• is on or after

• is before

• is on or before

• is empty

• is not empty

• =

• !=

• >

• >=

• <

• <=

Then select Value. This is the specific value you want to filter for in the selected column. 

You can also add additional filters by selecting + Add filter or remove the filters by clicking Remove all.

Export and Import 

The Export and Import option can be found beside the Filters tab. Clicking the Export button will automatically download the CSV file containing all the existing pools and their details. The Import option will prompt a window where you can select the file to be imported. 

By downloading the sample Excel spreadsheet, you'll be able to ensure that your data is properly formatted and avoid any potential errors or issues. Follow the format shown in the sample file. The file has 3 tabs on the sample file -- Contacts where you can add the contact details, Pools where you can list all the pools, and PoolsContactRelations where you can link the pool with a contact. 

Actions 

The Actions column is a non-modifiable column on the contacts list page which means that this column cannot be hidden. However, you can choose to pin it either on the left or right side of the page by clicking on the three vertical dots beside the column label. 

Clicking the Action icon ( ⋮ ) will expand several actions that can be applied to the contact. 

1. New water test
   
   
2. New job
   
   
3. New quote

The Pencil icon (✎) will take you to the pool details page where you can make necessary changes to the pool or change the linked contacts. 

The trash icon will delete the contact from Pooltrackr. 

Bulk Actions

Bulk action can be done when the checkbox column is enabled. Checking more than one box will allow you to mark pools as Active, Inactive, or bulk-delete contacts. The actions will show at the bottom part of the screen. 

Pool Overview 

Clicking any row will reveal the overview of a contact. 

1. You will see the pool address and a short overview of the pool specs
   
   
2. The contacts linked to the pool and the contact address.
   
   
3. Clicking the View Details button will take you to the Pools details page. 
   
   
4. Toggle switch to activate/deactivate a pool.