Clients list - Revision history

Yevgen: /* Search clients with filters */

2025-10-23T08:38:13Z

‎Search clients with filters

Andrii: /* Search clients with filters */

2022-10-14T09:25:07Z

‎Search clients with filters

Andrii: /* Search clients with filters */

2022-10-13T07:43:14Z

‎Search clients with filters

Andrii: /* Search clients with filters */

2022-10-13T07:40:59Z

‎Search clients with filters

Andrii: /* Search clients with filters */

2022-10-13T07:32:37Z

‎Search clients with filters

Andrii at 14:01, 12 September 2022

2022-09-12T14:01:17Z

Andrii at 07:45, 5 September 2022

2022-09-05T07:45:22Z

Andrii at 13:03, 16 August 2022

2022-08-16T13:03:31Z

Andrii at 13:03, 16 August 2022

2022-08-16T13:03:21Z

Andrii: /* Search clients with filters */

2022-07-28T12:19:15Z

‎Search clients with filters

@@ Line 48: / Line 48: @@
 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 65: / Line 65: @@
 *'''City''' — displays only the clients from a specific city.
 *'''Client pool''' — displays only the clients that are added to a specific client pool.
@@ Line 76: / Line 75: @@
 *'''Note''' — displays only the clients with notes containing the specified symbols combination.
 *'''Is potential''' — displays only the clients with the statuses considered potential/not potential (you can find more information on statuses on the '''<U>[[Clients_statuses|Clients statuses]]</U>''' page).

← Older revision		Revision as of 07:43, 13 October 2022
Line 76:		Line 76:

	*'''Note''' — displays only the clients with notes containing the specified symbols combination.		*'''Note''' — displays only the clients with notes containing the specified symbols combination.
		+

	*'''Is potential''' — displays only the clients with the statuses considered potential/not potential (you can find more information on statuses on the '''<U>[[Clients_statuses\|Clients statuses]]</U>''' page).		*'''Is potential''' — displays only the clients with the statuses considered potential/not potential (you can find more information on statuses on the '''<U>[[Clients_statuses\|Clients statuses]]</U>''' page).

@@ Line 52: / Line 52: @@
 [[File:S1.png|border|900px]]
-*'''Company name''' — displays only the clients with the company name containing the specified symbols combination.
+*'''Name''' — displays only the clients with the name containing the specified symbols combination.
 *'''Types''' — displays only the clients of the specified type (Company, Individual).
 *'''Statuses''' — displays only the clients with the specified statuses.
@@ Line 61: / Line 65: @@
 *'''City''' — displays only the clients from a specific city.
 *'''Client pool''' — displays only the clients that are added to a specific client pool.
-*'''Primary user''' — displays only the clients with the primary user name containing the entered symbols combination.
+*'''Manager''' — displays only clients that are assigned to a specified manager.
-*'''Email''' — displays only the clients with the email containing the specified symbols combination.
+*'''Client tags (all) ''' — displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination. This filter uses the "and" principle (for instance, if 2 tags are entered, only clients with both tags will be displayed).
-*'''Client tag''' — displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination.
+*'''Client tags (any) ''' — displays only the clients with '''<U>[[Manage client tags|tags]]</U>''' containing the specified symbols combination. This filter uses the "or" principle (if several tags are entered, clients with at least one tag will be displayed).
 *'''Note''' — displays only the clients with notes containing the specified symbols combination.
@@ Line 79: / Line 84: @@
 *'''Has active to-do''' — displays only clients with active to-dos assigned to them.
 *'''Created by''' — displays only clients that are created by a specified manager.

@@ Line 30: / Line 30: @@
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner:
-[[File:Clients list filters.1.png|border|1070px]]
+[[File:Clients list filters.1.2.png|border|1070px]]
 So you can enter the data into the appropriate fields and click '''"Apply"'''.

@@ Line 38: / Line 38: @@
 [[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 92: / Line 92: @@
 =='''Export to Excel'''==
-You can export all the displayed table of clients to Excel by pressing '''"Export to Excel"''' button over the upper right corner of the table:
+You can export all the displayed table of clients to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:Clients list buttons Export.png|border|1000px]]
 <span style="color:red"> '''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

@@ Line 86: / Line 86: @@
 =='''Open client profile for editing or reviewing'''==
-You can open  '''<U>[[Client view page – General tab|client profiles]]</U>''' by clicking the company or primary user name in the respective column:
+You can open  '''<U>[[Client view page – General info tab|client profiles]]</U>''' by clicking the company or primary user name in the respective column:
 [[file:Client list go to profile.png|border|1000px]]

← Older revision		Revision as of 13:03, 16 August 2022
Line 1:		Line 1:
−	''Clients list page: [http://cloud.protemos.com/client/index~~/ http:/~~/cloud.protemos.com/client/index]''	+	''Clients list page: [http://cloud.protemos.com/client/index/ cloud.protemos.com/client/index]''
	----		----

@@ Line 74: / Line 74: @@
 *'''Note''' — displays only the clients with notes containing the specified symbols combination.
-*'''Is potential''' — displays only the clients with the statuses considered potential/not potential.
+*'''Is potential''' — displays only the clients with the statuses considered potential/not potential (you can find more information on statuses on the '''<U>[[Clients_statuses|Clients statuses]]</U>''' page).
 *'''Is assignable''' — displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No).