Difference between revisions of "Vendor contacts"
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To view the list of vendor contacts, go to '''Vendors=>Contacts''': | To view the list of vendor contacts, go to '''Vendors=>Contacts''': | ||
| − | [[File: | + | [[File:Vendor contacts menu.png|border|150px]] |
| − | |||
On this page you can: | On this page you can: | ||
| + | - View the list of vendor contacts and search them with filters. | ||
| − | + | - Open vendor profiles for editing. | |
| − | |||
| − | - Open vendor profiles for editing | ||
| − | - Export all the displayed table of vendor contacts to Excel | + | - Export all the displayed table of vendor contacts to Excel. |
| − | |||
| − | |||
=='''Search vendor contacts with filters'''== | =='''Search vendor contacts with filters'''== | ||
By default, you can see all the vendor 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 vendor 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 | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: |
| − | [[File: | + | [[File:Vendor contact filter empty.png|border|1000px]] |
| + | |||
| + | So you can enter the data into the appropriate fields and click '''"Apply"'''. | ||
| − | + | 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. | ||
| − | + | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | |
| − | |||
| − | |||
| − | You | + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. |
| − | + | <span style="color:red">'''Note''':</span> 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: | |
| − | + | [[File:S1.png|border|900px]] | |
=='''Vendor contacts filters''' == | =='''Vendor contacts filters''' == | ||
| − | *'''Vendor''' | + | *'''Vendor'''—displays only the contacts of the specified vendor. |
| − | *'''Contact name''' | + | *'''Contact name'''—displays only the vendor contact with the name containing the specified symbols combination. |
| − | *'''Gender''' | + | *'''Gender'''—displays only the vendor contacts of the specified gender. |
| − | *''' | + | *'''Position'''—displays only the vendor 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 vendor contact with the Skype ID containing the specified symbols combination. |
| − | *'''Is active''' | + | *'''Is active'''—displays only the vendor contacts with the '''<U>[[Update vendor contact person|specified status]]</U>''' (Yes, No). |
| − | *'''Note''' | + | *'''Note'''—displays only the vendor contacts with notes containing the specified symbols combination. |
=='''Open vendor profile'''== | =='''Open vendor profile'''== | ||
| − | You can open | + | You can open the respective '''<U>[[Vendor view page, General tab|vendor profile]]</U>''' by clicking on the necessary name in the '''Vendor''' column: |
| − | [[File: | + | [[File:VCList click name.png|border|1000px]] |
=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export the displayed table of vendor contacts to Excel by | + | You can export the displayed table of vendor contacts to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table: |
| − | [[File: | + | [[File: VEList Export button.png|border|1000px]] |
| − | <span style="color: | + | <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 11:44, 23 September 2022
Vendor contacts page: http://cloud.protemos.com/vendor-contact/index
To view the list of vendor contacts, go to Vendors=>Contacts:
On this page you can:
- View the list of vendor contacts and search them with filters.
- Open vendor profiles for editing.
- Export all the displayed table of vendor contacts to Excel.
Contents
Search vendor contacts with filters
By default, you can see all the vendor 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 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking 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:
Vendor contacts filters
- Vendor—displays only the contacts of the specified vendor.
- Contact name—displays only the vendor contact with the name containing the specified symbols combination.
- Gender—displays only the vendor contacts of the specified gender.
- Position—displays only the vendor 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 vendor contact with the Skype ID containing the specified symbols combination.
- Is active—displays only the vendor contacts with the specified status (Yes, No).
- Note—displays only the vendor contacts with notes containing the specified symbols combination.
Open vendor profile
You can open the respective vendor profile by clicking on the necessary name in the Vendor column:
Export to Excel
You can export the displayed table of vendor contacts to Excel by clicking the "Export to Excel" button over the upper right corner of the table:
Note: The exported file will contain filtered records from all pages of the table, not just the ones displayed on the first page.
