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The clients, projects, leads (list), quotes and tickets pages share one table. You shape it the way you would in a spreadsheet, and Lancer keeps it that way for you, on every device.

Shape the table

1

Pick the columns

Columns (“עמודות”) above the table opens the columns panel. Search for a column, switch it on or off, and use Show all (“הצגת הכול”) or Reset to default (“איפוס לברירת המחדל”) to start over. The name column always stays.
2

Change the order

Drag a column by its handle. With the keyboard, focus a row in the panel and press Alt+↑ or Alt+↓.
3

Pin a column

The pin button pins a column to the start or the end. A pinned column stays in view while you scroll sideways; in Hebrew the start is on the right.
4

Resize and pick a density

Drag the edge of a column header to change its width. Density (“צפיפות”) switches between compact (“צפוף”), standard (“רגיל”) and comfortable (“מרווח”). Wrap text and striped rows are one click each.
Every change is saved by itself (under a second after the last one) for you and that page only. Open the same page tomorrow, in another browser or on your phone, and the table looks the same. Teammates keep their own shapes.

Custom fields as columns

Every custom field of clients, leads and projects is offered in the columns panel as its own column. Fields marked “show on card” start visible; the others are one switch away. Sorting by a custom field arrives in a later release.

Totals

Money and number columns (open balance, budget, expected value, quote total) get a totals row at the bottom: the sum of the rows on the current page.

Saved views

A saved view keeps a name for the filters and, when you choose, the table’s shape: columns, order, widths, pinning, sort and density.
  • Save view (“שמירת תצוגה”) saves what is on screen. Switch on Share with the whole team to let teammates pick it.
  • Picking a view applies its filters and its table shape at once.
  • When the table differs from the view you picked, Save changes to this view (“שמירת השינויים בתצוגה”) updates it (its author, or an admin for a shared view) and Save as a new view (“שמירה כתצוגה חדשה”) keeps both.
  • The star puts a view at the front of your own list. Stars are personal: you can star a teammate’s shared view, and nobody else’s list changes.
  • An admin can make a shared view the team’s default (for everyone or for one role). Someone who has not shaped the table yet sees the default view first; it is not saved as their own shape, so later changes to the default still reach them. A link that opens the list already filtered (such as “clients at risk” on the dashboard) keeps its filter.
Views made before tables had shapes keep working: they set the filters and leave your columns as they are.

Exports follow the table

Export (“ייצוא”) on these pages downloads only the visible columns, in the order you see them. In the API this is the columns query parameter of an export download:
Unknown fields are ignored; without columns the export is the full sheet, as before. Columns that are not part of the default file (such as the project owner) can be asked for by name.

Layouts: board, calendar and timeline

The same list can be seen in other layouts. The layout buttons above the table (“פריסה”) offer only what the page’s columns allow: a board (“לוח”) needs a column with a fixed list of values (a status, a type, or a custom field of type “select”), a calendar (“יומן”) needs a date, and a timeline (“ציר זמן”) needs two planned dates (a start and an end; the created and updated dates do not count). The layout you pick, and its settings, are saved with your table like everything else, and a saved view keeps them too.
The board, the calendar and the timeline load up to 200 records at a time on projects and clients (100 on other lists). When the list holds more, a note says “מוצגות 200 הרשומות הראשונות. צמצמו בעזרת סינון.” (the first 200 are shown); filter the list to see the rest.

Board

1

Pick what to group by

Group by (“קיבוץ לפי”) lists every select column of the page, custom select fields included. The page’s status is the default. Each option gets its own column, in the option order, and records with no value gather under No value (“ללא ערך”).
2

Read the cards

A card shows the record’s name and up to four of the columns you have switched on in the columns panel, in their order. Each group’s header counts its records and sums its money columns.
3

Move a card

Drag a card to another group to change that field on the record. With the keyboard, focus the card, press Space to pick it up, move it with the arrow keys (in Hebrew the left arrow goes to the next group), and press Space again to drop it; Escape cancels. The card’s menu (“העברה ל…”) does the same in one tap. The card moves at once; if the change cannot be saved (a permission or a plan limit) it moves back and you see why. Fields that change through their own action (a quote’s status, a lead’s stage) are shown grouped but cannot be dragged: use the quote’s send and approve actions, or the leads board.
On a phone the board shows one group at a time, with the groups as tabs above it.

Calendar

Pick the date field (“שדה תאריך”): any date column of the page, custom date fields included. The month and week views start on Sunday, with Friday and Saturday shaded as the weekend, and days read as dd/MM in Israel time. A day with more records than fit shows “+N נוספים”; click it to see them all. Today (“היום”) brings you back, and the arrow keys move between days. Where the page lets the date be edited (custom date fields always do), drag a record to another day to move its date, or pick it up with Space, choose a day with the arrows and drop it with Space. On a phone the calendar becomes a list of the week’s days.

Timeline

Each record is a row with a bar from its start (“התחלה”) to its end (“סיום”) date; pick both fields above the chart. Range (“טווח”) zooms between two weeks, a month and a quarter, and a red line marks today. Group (“קיבוץ”) gathers the rows under any select column; it is the timeline’s own setting, so it does not change how the board is grouped. To open a record from the keyboard, focus its name and press Enter. Bars are read-only, except their end: when the end date may be edited, drag the handle at the end of the bar, or focus it and use the arrow keys and Enter. The timeline is offered on screens at least 600 pixels wide.

In the API

The layout is part of the table preference and of a saved view. PUT /api/table-preferences/:page and the saved views endpoints take an optional layoutState:
groupBy is the board’s grouping and timelineGroupBy the timeline’s. On a saved view, layout and groupBy are the view’s own fields and layoutState carries the other settings. A key the API does not know is refused when written (400) and dropped when read. GET /api/projects and GET /api/clients accept pageSize up to 200; other lists and the public API (/api/v1) stop at 100.