Contact
Last updated
Last updated
Step 1: On the top-right side of the page, click "Add".
Step 2: Fill in the relevant information like contact name, contact's job title, selecting the customer and other information, then click [Submit].
Remark:
Customer: Only the customer that the user have permission to view will be in the selector list.
Phone No.: The phone no. for the same customer cannot be repeated. Else, an error message will be prompted.
View user:
Defaulted as [All staff]
All staff is pointing to all the system user that can view this customer.
When [All staff] is not checked and the scope is not specified, only the creator will be able to view this contact.
Regardless of whether or not the view scope includes the creator, the creator can view and edit the contact.
Remark:
The list displays the contact of the customers that the current user has the permission to view.
Step 1: Open the details page, and it will appear in a pop-up window on the right side of the page. Option 1: Click on the data row directly. Option 2: On the right side of the data row, click on "more ···" and then click "View.
Click on the names of the contact to view all contact logs in the pop-up box.
Click on the customer's name to view more details on the right side of the page.
Step 1: On the right-side of the data row, click more ···, click on "Edit".
Step 2: Modify the details and click "Submit" to save the new changes made.
Only the System Administrator are allowed to perform this operation.
Step 1: On the right-side of the data row, click more ···, click on "Delete".
Step 2: Click on "Confirm" to proceed the data deletion.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Logs have no permission restrictions, as long as the user has the permission to view the contact, they can see all the relevant logs
Step 1: On the right side of the data row, click more ···, and click on "Logs" to open Log pop-up window to view more details.
The log data can be filtered by log type through the operation type, by the creation time using the existing time filter, or by customizing the range with the "Time range" button. Additionally, the [Search log] search box is used to search for log content.
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template"
Step 3: Fill up the Excel template
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows and provide an error message if the import failed.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data.
The user can also export the desired data by filtering, searching, and applying query conditions before the export.
The filter function allows users to refine or narrow down the data list based on the selected criteria.
Click on "More filters" to view more filtering options available.
Users can save their preferred search/filter condition by entering the details and click "Save" or "Save and Search" to be directed to the result straight away.
A new filter will be created as a result.
By entering relevant text regarding contact names in the search box, users will be able to filter contacts with contact names that are similar/matched to the text entered.
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Step 2: Fill in the relevant condition and click on "Search".
Step 1: Click on the icon next to the search box.
