Visual Editor

Under the Visual tab, the Table List sidebar is a scrolling list of every editable table in the Database.

Searching for a Table

You can filter this list by using the Search Bar to find the table you wish to edit.

Viewing Table Schema

View the Table Schema by clicking the schemaschema icon.



Viewing a Table

  1. Click the Table Name link to view the table.

    Selecting a Table Name is effectively running the SQL statement SELECT * FROM [schema].[tablename].



Filtering Data

Filter the data by comparing the values in the selected columns.

To filter the data:

  1. Click the Filters button.

  2. Under the Filters section, select a Column name

  3. Select a comparison Operator

    OperatorDescription
    =Equal to...
    <Less than...
    <=Less than or equal to...
    >Greater than...
    >=Greater than or equal to...
    !=Not equal to...
    CONTAINSHas a word or phrase, a prefix of, near another word.
    DOES NOT CONTAINDoes not have a word or phrase, a prefix of, near another word.
    INSpecify multiple values.
    NOT INExclude multiple values.
  4. Enter a Value to compare

    • Separate values with a comma (,) and no spaces.
    • Quotation marks ("") aren't necessary for strings.
  5. Click the Get Data button

The table will filter to the chosen criteria.


Adding More Filters

To add multiple filters to create more complex queries:

  1. Clicking the Add Filter button.

    Add Filter buttonAdd Filter button

    Another filter section will generate, allowing you to select your criteria.

    Added filter sectionsAdded filter sections

  2. Click the XX icon to remove the filter logic.



Sorting Data

Sort the data by the select column and direction (Ascending or Descending).

  1. Click the Filters button.

  2. Under the Sort By section, select a Column name to sort against.

  3. Select a Sort Direction.

    Choices are:

    • Ascending (A–Z, 1–10)
    • Descending (Z–A, 10–1)
  4. Click the Get Data button.

The table will sort by the chosen column and direction.


Adding More Sort Columns

To add multiple sort columns:

  1. Click the Add Sort Column button.

    Add Sort Column buttonAdd Sort Column button

    Another Sort by section will generate, allowing you to select your column and sorting direction.

    Added Sort By sectionsAdded Sort By sections

  2. Click the XX icon to remove the sort logic.



Editing Tables

Warning

When editing data with the Data Editor, you are editing the live Database. Export the table before making any changes.

To edit a selected table:

  1. Click a table record and enter the new data.

    Edit data recordEdit data record

  2. Click the check markcheck mark icon to accept, or click the xx icon to reject the changes.

👍

Tip

Click the PlusPlus icon to expand the table view, eliminating the need to scroll.

Important

Client Custom tables must have a recordnumber (int) primary key column and a last_modified (datetime) column to edit.


Batch Editing

If you want to have the same column data in multiple rows, you can use batch editing.

  1. Select the checkboxes next to the rows you want to batch edit.

    Select multiple rowsSelect multiple rows

Warning

The Select All checkbox will select every row in the table.

  1. Click the Edit {#} Row(s) button.

  2. In the Edit Multiple Rows panel, click the Value or editedit icon to enter your new data.

    Edit Multiple Rows panelEdit Multiple Rows panel

  3. Click the Save {#} Row(s) button.



Adding a New Row

To add a row, click + New Row and enter your data in the fields.



Deleting a Row

To delete a row:

  1. Select the checkbox next to the rows you want to delete.
  2. Click the Delete {#} Row(s) button.

Batch Deleting

If you want to delete multiple rows, you can do so with batch deleting.

  1. Select the checkboxes next to the rows you want to batch delete.

Warning

The Select All checkbox will select every row in the table.

  1. Click the Delete {#} Row(s) button.


Refresh the Cache

Request Customer Care refresh the cache after editing data in the following tables:

  • ActiveCountries
  • Address
  • Countries
  • CountryLanguages
  • CRM_AssociateStatuses
  • CRM_AssociateTypes
  • CRM_BinaryTree
  • CRM_CommissionPeriods
  • CRM_Distributors
  • CRM_EnrollTree
  • CRM_MatrixTree
  • CRM_Ranks
  • CRM_UnilevelTree
  • CRM_WebAlias
  • CRM_Websites
  • Currency
  • INV* (anything starting with INV)
  • Languages
  • ORD_ShippingMethods
  • ORD_ShippingMethods_Regions
  • ORD_ShippingMethods_Stores
  • PasswordRequirements
  • RegionLocale
  • Regions
  • Rights
  • RoleRightMap
  • Roles
  • States
  • TreeConfigurations
  • Users

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