Difference between revisions of "Client contacts"

Revision as of 15:28, 6 November 2018

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

To view a list of all client contacts, go to the Files menu:

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Here you can:

- View, download and delete files

- Search files with filters

- View and open file locations

- Export all the displayed table of files to Excel

Search files with filters

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.

You can hide or display filter fields by pressing the button in the upper right corner:

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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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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 30px 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 30px 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 the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

File filters description

• File ID - displays only the files with the ID containing the entered symbols sequence.

• File name - displays only the files with the name containing the specified text.

• Type - displays only the files of the specified type (file or link).

• Size in MB - displays only the files within the specified size range.

• Used in - displays only the files used in the specified item (Quote, Project input, Project output etc.).

• Uploaded by - displays only the files uploaded by the selected person.

• Uploaded at - displays only the files uploaded within the specified date range.

Delete files

Files and links that are no longer needed can be deleted from the system.

To do so, tick off the corresponding files on the list and press the "Delete selected" button:

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Thus, files will be deleted in all places that are listed in the Used in column.

Download files

To download a file or follow a link, click on their names in the table:

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Open file location

You can open a file location by clicking on the corresponding item in the Used in column:

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Export files

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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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.