Difference between revisions of "Clients list"

Revision as of 00:59, 7 January 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

Creating and importing clients

The buttons "New client" and "Import from Excel"

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 clients import 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 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 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 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 any client code name in the list, you will open Client profile 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.