List of Organizations

All the organizations registered in TeamWox are displayed in the form of a list.

List of organizations

One page can contain up to 20 organization entries. If this number is exceeded, the line of switching between pages appears at the end of the page, as shown in the screenshot below. The current page number is shown on a white background. This line contains the page order numbers, the first and the last entry numbers, and the total amount of entries in the list.

Pages

For you convenience, the options of list sorting and of choosing the columns to be displayed in the list are provided.

Functional Buttons

The upper part of the tab contains following buttons:

  • New organization — go to the adding of a new organization;
  • Reports — go to the viewing of reports by organizations;
  • Import — go to the import of organizations;
  • Delete all — delete all organizations from the current filter. This button does not appear at the "All" filter.

Search by Filter

There is a possibility of temporary filtering the organizations without creating a permanent filter. To do it, you should type the necessary combination of characters in the search line and then press the Filter button. Unlike the common TeamWox search, the search during the filtration is performed by a substring, i.e., only the organizations should be listed, in whose filled fields the entered combination of characters is found.

List Sorting

You can sort the list of your organizations by pressing with your mouse on a corresponding column name. You can sort the list by the "Name", "E-Mail", "Website", "Rating", "Type", "Status", "Created" and "Modified" columns. The names of the columns suitable for sorting are gray and become underlined, if you point the cursor on them. The name of the current sorting column is always underlined.

Choice of Columns to Be Displayed

In order to choose the columns to be displayed, you should left-click on the arrow-like button, as shown below:

Choosing columns

After the necessary fields have been checked in this window you should press the "Apply" button located under the list of column names.

Deleting/Restoring

If you point the cursor to a organization's entry in the list, Delete appears at the end of entry. You can delete an organization using this button.

The deleted organizations are placed in the "Deleted" filter. They can only be restored by the administrator of the "Organizations" module, using the Restore button. If an organization is deleted from the "Deleted" filter, its recovery becomes impossible.

Writing Comments to History

Using the Add Comment button that appears if you point the mouse cursor over a line, you can add a comment to the history of organization. The following window is opened as soon as this button is pressed:

Add note to client history

Other Actions in the List

If you click on the e-mail address of an organization, you will pass to the creation of a new mail window of the "E-Mail" module. The address you've clicked will be automatically placed in the "To" field.

If you hold the mouse cursor over the name of an organization, the pop-up help containing brief information about the organization will appear:

Information about organization

There are several commands in this window, as well:

  • Call —  if you press the button, a call by the indicated number will be executed via softphone or Skype. Phone numbers are taken from organization's contact details.
  • Email — if you press this button, you will be passed to the "E-Mail" module in the window of writing message. At the same time the address specified in the organization's contact details will be automatically substituted in the "To" field.
  • Note — if you press this button, the window of adding a note to the organization's history will be opened.