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.

Function Buttons

The following buttons are available on all tabs of organization filters:

New organization — open a page for adding a new organization. This button is not available on the "Deleted" tab.

Reports — view organization reports.

Importimport of organizations.

Exportexport of organizations.

Above the list of custom filters the current filter conditions and the following buttons are shown:

filter_button_configure Configure — open filter conditions editing page.

add_all_button Share — copy a filter link.

delete_all_button_list Delete — remove all organizations from the current filter.

Share Filter

You can share your filter with other system users. To do this, click add_all_buttonShare.

filter_share

In the window that appears, copy the link and send it to your colleague.

By opening the link a user gos to the filter editing window, where the settings of the filter and its author are specified.

Group Operations

In all filter, except the filter "Deleted", group operations are possible.

If you select one or more line in the list, button edit_iconChange will appear above the table. Click it to open a window, where you can specify the field to change and its value.

organization_list_edit_field

After you click "Apply", the specified value of the selected field will be used for all selected organizations. To close the edit window without saving changes, click "Cancel".

The effect of the delete_all_button_list Delete button will change and it will delete only selected organizations.

The number of selected organizations is shown on the left of the edit_iconChange button.

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.

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 click on the name or logo of the organization, the view page with more information about it opens.

If you hold your mouse over the username marked in blue, it will show a tooltip with brief user information:

User Info

When you move the mouse cursor over a group name, the list of users included in the group appears.

groups_short_list