Difference between revisions of "Client contacts"

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(Created page with "''Client contacts page: [http://cloud.protemos.com/client-contact/index http://cloud.protemos.com/client-contact/index]'' ---- To view a list of all client contacts, go to t...")
 
 
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''Client contacts page: [http://cloud.protemos.com/client-contact/index http://cloud.protemos.com/client-contact/index]''  
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''Client contacts page: [https://cloud.protemos.com/client-contact/index https://cloud.protemos.com/client-contact/index]''  
 
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----
  
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To view a list of all client contacts, go to the '''Files''' menu:
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To view the list of client contacts, go to '''Clients=>Contacts''':
  
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[[File:Files menu.jpg|border|1000px]]
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[[File:Client contacts menu.png|border|130px]]
  
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Here you can:  
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On this page you can:
  
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- View, download and delete files
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— View the list of client contacts and search them with filters.
  
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- Search files with filters
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— Open client profiles for editing.
  
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- View and open file locations
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— Export all the displayed table of client contacts to Excel.
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-      Export all the displayed table of files to Excel
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=='''Search client contacts with filters'''==
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=='''Search files with filters'''==
 
  
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By default, you can see all the files and links in your database, 50 per page. If you want to hide or display some files or links from the list, you may apply filters.  
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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.  
  
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|30px]] button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
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[[File:Files filter isn't applied.jpg|border|1000px]]
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[[File:Client contacts filter empty.png|border|1000px]]
 
   
 
   
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So you can enter the data into the appropriate fields and press the '''"Apply"''' button, see example:
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So you can enter the data into the appropriate fields and click '''"Apply"'''.  
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[[File:Files filter is applied.jpg|border|1000px]]
 
 
   
 
   
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As you can see, the filter header turns red. It means that the filter is applied.
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If the filter is applied, the header turns blue:
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You may collapse (hide) the filter interface by pressing the [[File:filter arrow red.jpg|border|30px]] button.
 
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
 
  
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You can expand the collapsed filter back by pressing the [[File:filter arrow red.jpg|border|30px]] button again.
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[[File:14.png|border|900px]]  
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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To inactivate the filter, press the '''"Clear"''' button. The header color will turn to gray, which means that no filter is currently applied.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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=='''File filters description''' ==
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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*'''File ID''' - displays only the files with the ID containing the entered symbols sequence.  
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
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*'''File name''' - displays only the files with the name containing the specified text.
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To inactivate the filter, click the '''"Clear"''' button.  
  
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*'''Type''' - displays only the files of the specified type (file or link).
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The header color will turn to gray, which means that no filter is not applied:
  
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*'''Size in MB''' - displays only the files within the specified size range.
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[[File:S1.png|border|900px]]
  
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*'''Used in''' - displays only the files used in the specified item (Quote, Project input, Project output etc.).
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=='''Client contacts filters''' ==
  
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*'''Uploaded by''' - displays only the files uploaded by the selected person.
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*'''Client'''—displays only the contacts of the specified client.  
  
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*'''Uploaded at''' - displays only the files uploaded within the specified date range.
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*'''Contact name'''—displays only the client contact with the name containing the specified symbols combination.
  
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=='''Delete files''' ==
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*'''Gender'''—displays only the client contacts of the specified gender.
  
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Files and links that are no longer needed can be deleted from the system.
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*'''Position'''—displays only the client contacts holding the specified position.
  
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To do so, tick off the corresponding files on the list and press the '''"Delete selected"''' button:
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*'''Email'''—displays only the contacts with the email containing the specified symbols combination.
  
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[[File:Delete files.jpg|border|1000px]]
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*'''Phone'''—displays only the contacts with the phone number containing the specified symbols combination.
  
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Thus, files will be deleted in all places that are listed in the '''Used in''' column.
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*'''Skype'''—displays only the client contact with the Skype ID containing the specified symbols combination.
  
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=='''Download files'''==
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*'''Is active'''—displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).
  
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To download a file or follow a link, click on their names in the table:
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*'''Is invoicing'''—displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).
  
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[[File:Files download.jpg|border|1000px]]
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*'''Note'''—displays only the client contacts with notes containing the specified symbols combination.
  
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=='''Open file location'''==
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=='''Open client profile'''==
  
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You can open a file location by clicking on the corresponding item in the '''Used in''' column:
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You can open client profiles by clicking on their names in the '''Client''' column:
  
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[[File:Files go to.jpg|border|1000px]]
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[[File:Client contact list click name.png|border|1000px]]
  
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=='''Export files'''==
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=='''Export to Excel'''==
  
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You can export all the displayed table of files to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
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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:
  
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[[File:Files export to excel.jpg|border|1000px]]
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[[File:Client contact list click export.png|border|1000px]]
 
   
 
   
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<span style="color:#DC143C">'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.</span>
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<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.

Latest revision as of 10:42, 23 September 2022

Client contacts page: https://cloud.protemos.com/client-contact/index

To view the list of client contacts, go to Clients=>Contacts:

Client contacts menu.png

On this page you can:

— View the list of client contacts and search them with filters.

— Open client profiles for editing.

— Export all the displayed table of client contacts to Excel.

Search client contacts with filters

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 clicking the Filter arrow gray.jpg button in the upper right corner:

Client contacts filter empty.png

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Client contacts filters

  • Client—displays only the contacts of the specified client.
  • Contact name—displays only the client contact with the name containing the specified symbols combination.
  • Gender—displays only the client contacts of the specified gender.
  • Position—displays only the client contacts holding the specified position.
  • Email—displays only the contacts with the email containing the specified symbols combination.
  • Phone—displays only the contacts with the phone number containing the specified symbols combination.
  • Skype—displays only the client contact with the Skype ID containing the specified symbols combination.
  • Is active—displays only the client contacts with the specified status (Yes, No).
  • Is invoicing—displays only the client contacts with the specified status (Yes, No).
  • Note—displays only the client contacts with notes containing the specified symbols combination.

Open client profile

You can open client profiles by clicking on their names in the Client column:

Client contact list click name.png

Export to Excel

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:

Client contact list click export.png

Note: The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.

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