Difference between revisions of "Client contacts"

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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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To view the list of client contacts, go to '''Clients=>Contacts''':
 
To view the list of client contacts, go to '''Clients=>Contacts''':
  
[[File:CCont menu.jpg|border|200px]]
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[[File:Client contacts menu.png|border|130px]]
 
 
  
 
On this page you can:
 
On this page you can:
  
- View the list of client contacts and search them with filters
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View the list of client contacts and search them with filters.
  
- Open client profiles for editing
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Open client profiles for editing.
  
-      Export all the displayed table of client contacts to Excel
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Export all the displayed table of client contacts to Excel.
 
   
 
   
 
 
 
=='''Search client contacts with filters'''==
 
=='''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.  
 
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|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:  
  
[[File:CC Filter.jpg|border|1000px]]
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[[File:Client contacts filter empty.png|border|1000px]]
 
   
 
   
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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 +
If the filter  is applied, the header turns blue:
  
[[File:CC Filter applied.jpg|border|1000px]]
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[[File:14.png|border|900px]]  
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As you can see, the filter header turns blue. It means that the filter is applied.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
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<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|30px]] button.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.  
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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.  
  
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|30px]] button again.
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To inactivate the filter, click the '''"Clear"''' button.  
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.
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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.
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[[File:S1.png|border|900px]]
  
 
=='''Client contacts filters''' ==
 
=='''Client contacts filters''' ==
  
*'''Client''' - displays only the contacts of the specified client.  
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*'''Client'''—displays only the contacts of the specified client.  
  
*'''Contact name''' - displays only the client contact with the name containing the specified symbols combination.
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*'''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.
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*'''Gender'''—displays only the client contacts of the specified gender.
  
*'''Email''' - displays only the contacts with the email containing the specified symbols combination.
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*'''Position'''—displays only the client contacts holding the specified position.
  
*'''Phone''' - displays only the contacts with the phone number containing the specified symbols combination.
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*'''Email'''—displays only the contacts with the email containing the specified symbols combination.
  
*'''Skype''' - displays only the client contact with the Skype ID containing the specified symbols combination.
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*'''Phone'''—displays only the contacts with the phone number containing the specified symbols combination.
  
*'''Position''' - displays only the client contacts holding the specified position.
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*'''Skype'''—displays only the client contact with the Skype ID containing the specified symbols combination.
  
*'''Is active''' - displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).  
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*'''Is active'''—displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).  
  
*'''Is invoicing''' - displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).
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*'''Is invoicing'''—displays only the client contacts with the '''<U>[[Update contact person|specified status]]</U>''' (Yes, No).
  
*'''Note''' - displays only the client contacts with notes containing the specified symbols combination.
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*'''Note'''—displays only the client contacts with notes containing the specified symbols combination.
  
 
=='''Open client profile'''==
 
=='''Open client profile'''==
  
You can open a client profile by clicking on the necessary name in the '''Client''' column:
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You can open client profiles by clicking on their names in the '''Client''' column:
  
[[File:Cl cont list open.jpg|border|1000px]]
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[[File:Client contact list click name.png|border|1000px]]
  
 
=='''Export to Excel'''==
 
=='''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:
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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:
  
[[File:Cl cont list Export.jpg|border|1000px]]
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[[File:Client contact list click export.png|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>
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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.