Difference between revisions of "Clients list"
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=='''Creating and importing clients'''== | =='''Creating and importing clients'''== | ||
| − | [[File: | + | [[File:Clients adding.jpg|border|1000px]] |
| − | If you need to create one client, press | + | If you need to create one client, press "'''New client'''". It will open '''<u>[[Client creation|Client creation page]]</u>'''. |
| − | If you have a large list of clients and want to import it quickly, press | + | If you have a large list of clients and want to import it quickly, press "'''Import from Excel'''". It will open '''<u>[[Import clients from Excel|Import clients page]]</u>'''. |
=='''Search clients with filters'''== | =='''Search clients with filters'''== | ||
Revision as of 14:43, 25 October 2017
Clients list page: http://cloud.protemos.com/client/index
On this page, you can:
- Create new clients and import them from Excel
- View the list of clients and search clients with filters
- Open each client profile for editing
Contents
Creating and importing clients
If you need to create one client, press "New client". It will open Client creation page.
If you have a large list of clients and want to import it quickly, press "Import from Excel". It will open Import clients page.
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 pressing the File:Grey button.png button in the upper right corner:
So you can enter the data into the appropriate fields and press “Apply” button, see example:
As you can see, the filter header turns red. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the File:Red button.png button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
You can expand the collapsed filter back by pressing the File:Red button.png button again.
Please note that the applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.
Client filters
Code — displays the clients with the code containing the specified symbols combination.
Name — displays the clients with the name containing the specified symbols combination.
Email — displays the clients with the email containing the specified symbols combination.
Statuses — displays the clients with the specified status (Potential, Active, Inactive, Blacklisted).
Country — displays the clients from the specific country.
Types — displays the clients of the specified type (Company, Individual).
Opening client for view/editing
If you click a client code in the list, you will open the Client view page.
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:
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.
