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 “dropdown menu” behind the menu triangle on the right in the current tab and select “Edit list tab”. With “View” you then select “Table” and can also specify the number of lines 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 varies from computer to computer. A smaller number of lines is displayed more “fluidly”.
You can change the sort order directly in the table by clicking on a column heading. The view will then be sorted by it and a small black triangle will appear next to the column header. The direction of the triangle indicates the sorting direction. With a further click on the same column header you can reverse the sorting direction.
Column headers in gray font do not contain any sortable information
The basic structure of the table is specified in the administration. You can adjust the columns, their order, and the width of the columns to suit your needs.
You can configure the columns using the table symbol to the right of the column headings.
A list opens in which you can add the desired fields to the column of applied fields via “Add”. You can change the sequence of the columns by changing the number in the item field before the field name. Simply enter the new desired position and confirm with “Enter”.
The configuration of the column width is displayed via the option “Show column widths”.
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 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.
For a more detailed description of the column width configuration, see Lists in Administration
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 data record has not been edited. You can find more details in the basic settings .
The magnifying glass and pen are displayed when you move the mouse over a selected data set. A click on the magnifying glass of a real estate data record displays the magnifying glass preview. It displays the most important data of the address. These are the customer number, parts of the master data, the supervisor and the last activities
You can open an address record from the list for editing or detailed reading. To do this, you can click on the general edit icon or double-click on the line of the address data record. The address data record is opened with the tab “Basic data”.
The back arrow in the toolbar returns you to the table view from the address data record. The address data record that was opened is highlighted in color