Difference between revisions of "Clients list"

From Protemos Wiki
Jump to: navigation, search
(Created page with "Clients list page: [http://cloud.protemos.com/client/index/ http://cloud.protemos.com/client/index] On this page, you can: - Create new clients and import them from Excel...")
 
(→‎Search clients with filters)
 
(100 intermediate revisions by 6 users not shown)
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]''  
 +
----
  
 
On this page, you can:
 
On this page, you can:
  
−
- Create new clients and import them from Excel
+
*Create new clients and import their data from Excel.
  
−
- View the list of clients and search clients with filters
+
*View the list of clients and search clients with filters.
  
−
- Open each client profile for editing
+
*Open client profiles for editing.
  
−
=='''Creating and importing clients'''==
+
*Export all the displayed table of clients to Excel.
  
−
If you need to create one client, press “'''New client'''”. It will open client creation page.
+
=='''Create, import clients'''==
  
−
If you have a large list of clients and want to import it quickly, press “'''Import from Excel'''”. It will open clients import page.
+
On the '''Clients''' page you can '''<u>[[Create client|add new client]]</u>''' manually or if you have a large list of clients, you can '''<u>[[Import clients from Excel|import clients from Excel]]</u>'''.  
 +
 
 +
Also, you can get the '''<u>[[Clients list#Export to Excel|Excel file with exported data]]</u>''' and will be able to use it for backup, analysis, import or any other purpose you might need.
 +
 
 +
To do so, click the corresponding buttons:
 +
 
 +
[[File:New client import export buttons.png|border|1000px]]
  
 
=='''Search clients with filters'''==
 
=='''Search clients with filters'''==
Line 21: Line 28:
 
If you want to hide or display some clients from the list, you may apply filters.  
 
If you want to hide or display some clients from the list, you may apply filters.  
  
−
You can hide or display filter fields by pressing the   button in the upper right corner:  
+
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.1.2.png|border|1070px]]
 
    
 
    
−
So you can enter the data into the appropriate fields and press “'''Apply'''” button, see example:
+
So you can enter the data into the appropriate fields and click '''"Apply"'''.
 
   
 
   
−
As you can see, the filter header turns red. It means that the filter is applied.  
+
If the filter is applied, the header turns blue:
 +
 
 +
[[File:14.png|border|900px]]
 +
 
 +
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
−
You may collapse (hide) the filter interface by pressing the  button.  
+
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
−
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
+
You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
−
You can expand the collapsed filter back by pressing  again.
+
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
−
Please note that the applied filter is remembered, so it will remain even if you leave the page.  
+
To inactivate the filter, click the '''"Clear"''' button.  
  
−
To inactivate the filter, press “'''Clear'''” button. The header color will turn to gray, which means that no filter is currently applied.
+
The header color will turn to gray, which means that no filter is not applied:
  
−
=='''Client filters'''==
+
[[File:S1.png|border|900px]]
  
−
'''Code''' — displays the clients with the code containing the specified symbols combination.
+
*'''Name''' — displays only the clients with the name containing the specified symbols combination.
  
−
'''Name''' — displays the clients with the name containing the specified symbols combination.
+
*'''Types''' — displays only the clients of the specified type (Company, Individual).
  
−
'''Email''' — displays the clients with the email containing the specified symbols combination.
+
*'''Primary user name''' — displays only the clients with the primary user name containing the entered symbols combination.
  
−
'''Statuses''' — displays the clients with the specified status (Potential, Active, Inactive, Blacklisted).
+
*'''Primary user email''' — displays only the clients with the email containing the specified symbols combination.
  
−
'''Country''' — displays the clients from the specific country.
+
*'''Statuses''' — displays only the clients with the specified statuses.
  
−
'''Types''' — displays the clients of the specified type (Company, Individual).
+
*'''Country''' — displays only the clients from a specific country.
  
−
=='''Opening client for view/editing'''==
+
*'''City''' — displays only the clients from a specific city.
  
−
If you click any client code name in the list, you will open Client profile page.
+
*'''Client pool''' — displays only the clients that are added to a specific client pool.
 +
 
 +
*'''Manager''' — displays only clients that are assigned to a specified manager.
 +
 
 +
*'''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 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.
 +
 
 +
*'''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).
 +
 
 +
*'''Can log in''' — displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No).
 +
 
 +
*'''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.
 +
 
 +
=='''Open client profile for editing or reviewing'''==
 +
 
 +
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]]
  
 
=='''Export to Excel'''==
 
=='''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:#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>
+
<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.

Latest revision as of 11:25, 14 October 2022

Clients list page: cloud.protemos.com/client/index

On this page, you can:

  • Create new clients and import their data from Excel.
  • View the list of clients and search clients with filters.
  • Open client profiles for editing.
  • Export all the displayed table of clients to Excel.

Create, import clients

On the Clients page you can add new client manually or if you have a large list of clients, you can import clients from Excel.

Also, you can get the Excel file with exported data and will be able to use it for backup, analysis, import or any other purpose you might need.

To do so, click the corresponding buttons:

New client import export buttons.png

Search clients with filters

By default, you can see all the clients in your database, 50 per page.

If you want to hide or display some clients 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:

Clients list filters.1.2.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

  • Name — displays only the clients with the name containing the specified symbols combination.
  • Types — displays only the clients of the specified type (Company, Individual).
  • Primary user name — displays only the clients with the primary user name containing the entered symbols combination.
  • Primary user email — displays only the clients with the email containing the specified symbols combination.
  • Statuses — displays only the clients with the specified statuses.
  • Country — displays only the clients from a specific country.
  • City — displays only the clients from a specific city.
  • Client pool — displays only the clients that are added to a specific client pool.
  • Manager — displays only clients that are assigned to a specified manager.
  • Client tags (all) — displays only the clients with tags 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 tags (any) — displays only the clients with tags 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.
  • Is potential — displays only the clients with the statuses considered potential/not potential (you can find more information on statuses on the Clients statuses page).
  • Is assignable — displays only clients that can or cannot be assigned to projects in accordance with the filter value applied (Yes, No).
  • Can log in — displays only clients that can or cannot log in in accordance with the filter value applied (Yes, No).
  • 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.

Open client profile for editing or reviewing

You can open client profiles by clicking the company or primary user name in the respective column:

Client list go to profile.png

Export to Excel

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:

Clients list buttons Export.png

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.

Retrieved from "https://wiki.protemos.com/index.php?title=Clients_list&oldid=23995"