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List view Addresses
When opening the address management, the list view is displayed. The overview of your customers, prospects and other addresses is displayed comfortably.
You can use filters and work lists to reduce the address data records displayed to the desired ones. Addresses from regularly used worklists or filters can be conveniently displayed in a separate list tab.
For better differentiation, active addresses are displayed in “black” and archived addresses are “greyed out/grey”. Only address data records to which the logged in user has read access are displayed. The detailed view of an address data record can be accessed by clicking on the pencil symbol .
The other elements are arranged around the content area, which displays the address records:
- Toolbar: The toolbar is always visible, but gets the additional selections for address filters and work listsin the address module.
- Navigation bar: The left part of the navigation bar displays the view parameters for the selected tab, e.g. filter name, worklist name, status, etc.
In the right area you see the number of records displayed in this tab. You will also find out how many pages there are, which of them you are currently on and you can use the arrows to scroll through the pages.
- Action bar: Here are the possible actions. The action is performed for the selected data records – i.e. those with the checkbox set. How many are selected is shown in the navigation bar. The content of the action bar changes depending on whether you are in the list view or in an address record.
The table view shows the most information about the addresses. The displayed columns can be specified in general in the administration and can then be customized per user and per list tab.
The general column configuration for the table view is included in the video(List View Configuration) for the general list and column configuration.
The table view partly contains graphical symbols, if you move the mouse over the symbol for a moment an explanation for the symbol is shown – the tooltip or mouseover. In the column header, it generally contains which property is displayed, in the column itself, which value the symbol represents.
This works with all columns, so if the content is not displayed completely, you can read the complete text in the tooltip.
You can select individual address records using the checkbox on the right, all of them on this page can be selected or deselected using the checkbox in the column header. Alternatively you can do this via the action bar.
All actions you perform from the action bar are only performed for the selected data records.
For the table view, open the “drop-down menu” behind the menu triangle on the right in the current tab and select “Edit list tab”. In “View” you then select “Table” and can additionally specify the number of rows per page.
Please consider: With many lines per page, more data must be transferred, loaded, and then “nicely” displayed by the browser. The latter is usually more time-consuming and also varies from computer to computer. A smaller number of lines will be displayed “smoother”.
You can change the sorting directly in the table by clicking on a column heading. The view is then sorted according to this and a small black triangle is displayed next to the column title. The direction of the triangle indicates the sorting direction. With another click on the same column header you reverse the sorting direction.
Column titles in gray font do not contain sortable information.
The basic structure of the table is specified in the administration. You can customize the columns, their order and the width of the columns to your needs.
You can access the configuration of the columns via the table icon on the far right of the column headings.
A list will open where you can add the desired fields to the applied fields column by clicking “Add”. You can change the order of the columns by changing the number in the position field before the field name. Simply enter the new desired position and accept it with “Enter”.
The configuration of the column width is displayed via the “Show column widths” option.
The column width can be specified as a fixed number of pixels or as a percentage of the “available space”. The percentage columns are displayed in a different width accordingly when the window size is changed. Depending on the configuration and window size, the column can then “almost” disappear.
Fixed columns have a minimum width of 20 pixels, smaller values cannot be saved.
A more detailed description of the column width configuration can be found in the Administration under Lists.
There are special columns such as the traffic light status. This column belongs to the table and cannot be removed. The traffic light color changes the longer the record has not been edited. You can find more details about this in the basic settings.
The magnifying glass and the pen are displayed when you move the mouse over a selected record. Clicking on the magnifying glass of a property record displays the magnifying glass preview. It displays the most important data of the contact. These are customer number, parts of the master data, the supervisor and the last activities.
You can open a contact record from the list for editing or detailed reading. To do this, you can click on the general edit icon or with a click on the line of the Contact record. The Contact record is opened with the “Basic data” tab.
You can return to the table view from the contact data set by clicking the back arrow in the toolbar. The Contact record that was opened is highlighted in color.