Customers list viewback
The displayed list of customers can be sorted according to the following criteria:
All: lists all Companies and Contacts in alphabetical order of the Companies.
Companies: lists all Companies in alphabetical order.
Contacts: lists all Contacts in alphabetical order.
Main: lists all Contacts that are not assigned to any Company. Companies that are not assigned to any higher-level Company (Concern) are also listed here.
Clients/page: The User can specify the number of Companies and Contacts per page. This setting will be automatically saved.
Company List View (Short View)
The List View gives the User an initial summary with the key data about the Company. Beneath the Company are listed all the Contacts for that Company. The List View consists of three columns:
General information, e.g. Status, Location, number of Contacts and the User responsible for them.
The centre column gives information on general contact data such as telephone number, e-mail address and Homepage.
The right column contains general information relating to this company, listed in chronological order.
Contact List View (Short View)
The List View gives the User an initial summary with the main information. The List View consists of three columns:
General information, e.g. Company, Department, Function, Location, and the User responsible.
The centre column gives details of general Contact data such as telephone number and Email address.
The right-hand column contains all the details of the latest actions (History) listed in chronological order. Here too, the mouseover function provides access to further details within a specific entry.