Client contacts - Revision history

Yevgen: /* Search client contacts with filters */

2025-10-23T08:40:28Z

‎Search client contacts with filters

Andrii at 08:42, 23 September 2022

2022-09-23T08:42:56Z

Aleksandra.d at 11:22, 2 June 2020

2020-06-02T11:22:04Z

Aleksandra.d: /* Search client contacts with filters */

2020-04-01T06:50:02Z

‎Search client contacts with filters

Aleksandra.d at 14:33, 10 March 2020

2020-03-10T14:33:13Z

Aleksandra.d at 14:33, 10 March 2020

2020-03-10T14:33:03Z

Anatoly.k: /* Export to Excel */

2019-08-19T12:09:34Z

‎Export to Excel

Anatoly.k: /* Export to Excel */

2019-08-19T11:45:44Z

‎Export to Excel

Anatoly.k: /* Open client profile */

2019-08-19T11:37:55Z

‎Open client profile

Anatoly.k: /* Open client profile */

2019-08-19T11:34:34Z

‎Open client profile

@@ Line 38: / Line 38: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

@@ Line 18: / Line 18: @@
 By default, you can see all the client contacts in your database, 50 per page. If you want to hide or display some contacts from the list, you may apply filters.
-You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:Client contacts filter empty.png|border|1000px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 28: / Line 28: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 72: / Line 72: @@
 =='''Export to Excel'''==
-You can export the displayed table of client contacts to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
+You can export the displayed table of client contacts to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:Client contact list click export.png|border|1000px]]
 <span style="color:red">'''Note:'''</span> The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.

@@ Line 5: / Line 5: @@
 [[File:Client contacts menu.png|border|130px]]
 On this page you can:
--	View the list of client contacts and search them with filters.
+— View the list of client contacts and search them with filters.
--	Open client profiles for editing.
+— Open client profiles for editing.
--       Export all the displayed table of client contacts to Excel.
+— Export all the displayed table of client contacts to Excel.
 =='''Search client contacts with filters'''==

@@ Line 25: / Line 25: @@
 [[File:Client contacts filter empty.png|border|1000px]]
-So you can enter the data into the appropriate fields and press the '''"Apply"''' button. Please see the example below:
+So you can enter the data into the appropriate fields and press '''"Apply"'''.
-[[File:Client contacts ilter applied.png|border|1000px]]
+<span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
-Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.
+<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|25px]] button again.
+To inactivate the filter, press the '''"Clear"''' button.
-Please note that the applied filter is remembered, so it will remain even if you leave the page.
+The header color will turn to gray, which means that no filter is not applied:
-To inactivate the filter, press the '''"Clear"''' button. The header color will turn to gray, which means that no filter is currently applied.
+[[File:S1.png|border|900px]]
 =='''Client contacts filters''' ==

← Older revision		Revision as of 14:33, 10 March 2020
Line 4:		Line 4:
	To view the list of client contacts, go to '''Clients=>Contacts''':		To view the list of client contacts, go to '''Clients=>Contacts''':

−	[[File:Client contacts menu.png\|border\|~~100px~~]]	+	[[File:Client contacts menu.png\|border\|130px]]

← Older revision		Revision as of 11:45, 19 August 2019
Line 75:		Line 75:
	[[File:CCont list to Excel.jpg\|border\|1000px]]		[[File:CCont list to Excel.jpg\|border\|1000px]]

−	<span style="color:~~#DC143C~~">'''Note:''' The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.~~</span>~~	+	<span style="color:red">'''Note:'''</span> The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.

@@ Line 65: / Line 65: @@
 =='''Open client profile'''==
-You can open a client profile by clicking on the necessary name in the '''Client''' column:
+You can open client profiles by clicking on their names in the '''Client''' column:
 [[File:Client contact list click name.png|border|1000px]]