机构列表

TeamWox中注册的全部机构都以列表的形式显示。

List of organizations

每页可以包含20条机构条目。如果超出这个数量,页面结尾处会出现页与页之间的切换行,如下面截屏所示。当前页面数字显示为白色背景色。该行包括所有页面编号,第一页和最后一页编目流水号,以及列表条目总数。

Pages

为了您的方便,也提供列表中显示的列表排序选项和选择列选项。

功能按钮

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.

通过筛选程序搜索

可以临时筛选机构而不创建永久筛选程序。为此,您应该在搜索行里打出需要的字母组合然后点击Filter按钮。与TeamWox常规搜索不同,筛选搜索是通过子字符串来执行,例如,只列出机构,其中填写的字段中包含输入的字母组合。

列表排序

用鼠标点击相应列的名称来排列您的机构列表。您可以通过“名字”,“电子邮件”,“网址”,“评级”,“类型”,“状态”,“已创建”和“已修改”的列来排列列表。如果您把光标指向列名字时,适合排列的列的名字是灰色并加上下划线。当前排序列的名字一直加下划线。

选择显示的列

选择显示的列,用左键点击箭头按钮,会显示下图:

Choosing columns

在这个窗口选择需要的字段后点击列名字列表下的“应用”按钮。

给历史记录写评论

使用光标放在机构行上出现的Add Comment按钮,您可以添加评论到机构历史。点击按钮打开下面窗口:

Add note to client history

列表的其他操作

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