Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

The Contacts page is designed to create contacts.

It consists of the following elements:

  1. Top bar (Fig.1(1));
  2. Registry (Fig.1(2));
  3. Pagination (Fig.1(3)).

Fig. 1. Cantacts page

1.1. Top bar

The top bar consists of the following elements:

  1. Search field;
  2. Add button;
  3. Delete button.

1.1.1. Search field

It consists of an input field and a search settings button - . Clicking the button opens a list of search options (Fig.2):

  • Name - search by name;
  • Label - search by label;
  • Description - search by description.

Fig. 2. Search options

1.1.2. Add button

Click the Add button to add a new Contact. The New number modal window opens after clicking (Fig.3).

Fig. 3. New Contact modal window

The modal window consists of the following elements:

  1. Name;
  2. ;
  3. Owner;
  4. Label;
  5. Description;
  6. Save;
  7. Cancel.

1.1.2.1. Name

The name of the Contact is entered here. 

1.1.2.2.

Here you select the contact's time zone.

1.1.2.3. Owner

 Here you select the User to be assigned to the client.

1.1.2.4. Label

You can select or enter the group or groups to which the contact belongs here.

1.1.2.5. Description

Here you entered a description of the Contact.



1.2. Registry 

The following columns are available in the registry:

  1. Checkbox;
  2. Name;
  3. Owner;
  4. Label;
  5. Description;
  6. Editing tool;
  7. Removal tool.

If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.2.

1.2.1. Checkbox

Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

Fig. 4. Confirm deletion modal window

1.2.2. Name

The name of the Contact is displayed here. The Contact page opens when you click on a name.

1.2.3. Owner

 A User who is assigned to a client.

1.2.4. Label

The group or groups to which the Contact belongs.

1.2.5. Description

Here is a description of the Contact.

1.2.6. Editing tool

After clicking the edit button (), the New Contact modal window opens (Fig.3), where you can make changes. 

1.2.7. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 5. Confirm deletion modal window

1.3. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

  • No labels

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.