Understanding Data Tables: A Powerful Tool for Managing Customer Data
A Data Table is a feature in Uniify that functions much like a traditional spreadsheet, such as Excel or Google Sheets. It allows you to create structured overviews of your customer data, making it easier to manage, update, and utilize this information across various workflows.
Key Features of Data Tables
Structured Data Management:
Data Tables provide a centralized way to store and organize customer data. Whether you’re tracking customer details or managing complex datasets, the structured format ensures everything is easy to access and update.
Customizable Columns and Records:
You can create and customize columns to suit your specific data needs. Adding records is as simple as entering data into a spreadsheet, with options to manually input data or import existing datasets.
Efficient Data Usage in Workflows:
Data Tables aren’t just for storing information—they’re integral to streamlining processes. For example, you can link Data Tables to pre-fill questionnaires or forms, automatically populating fields with the relevant customer information. This is particularly useful for tasks that need to be repeated, such as annual updates.
Export and Update Flexibility:
With Data Tables, exporting and updating data is straightforward. This flexibility ensures that your data remains current and can be easily shared or used in other systems.
Accessing Data Tables:
It’s important to note that access to Data Tables may be restricted depending on your team’s permissions. If you require access, please reach out to our support team for assistance.