Appeal to users

Dear users of the system!
Familiarization with this instruction will allow you to work productively, avoid possible problems with your superiors and communicate less with our technical support service.
This guide allows you to understand the main principles of the office part of the system and better navigate it, performing typical operations faster.
Our team hopes that using the system will help you achieve your goals, and working in it will only be fun!
If you have any ideas on how to improve the system, be sure to let us know!

Basic principles

1. Output of information in the format of deferred loading.
   If the number of elements on one page exceeds the set limits, then the information located outside the visible data table is not loaded initially, but when the page is scrolled, it will be loaded as it progresses.
   
2. The page refresh button.
   It is used if you have been on the same page for a long time and assume that new information could have entered the system from field employees or from the company's Accounting System (ERP).
   After clicking, it updates the information available for the current interface.
3. Show deleted records (or an icon  in place of this inscription).
   No information in the system is completely deleted, but only marked for deletion.
   This button switches the interface to the mode of displaying entries marked for deletion.
   
4. Sorting.
   When you click on the cell with the column name, the sorting mode is turned on or switched (ascending, descending, without sorting), which is symbolized by the up or down arrow at the column name (if there is no sorting, it is not shown).
   
   
5. Context menu of the column.
   When you click on the "menu" symbol in the column header, a menu appears in which column behavior settings, sorting mechanisms, column display and hiding settings, and content filtering (search) are available.
   
   
6. Hiding and displaying columns.
   Not all information is displayed on the screen by default, some columns are hidden from view because they are not often used by other clients, however, you can customize the interface for yourself, the system will remember your choice.
   In addition, the order of the columns can be changed by dragging one column with the mouse to the place of another, and it is also possible to change the width of the columns by dragging the right border of the column header to the desired size.
   
   
7. Go to the detailed view of the element.
   Preview and Open buttons allow you to see the contents of the element in more detail.
   
8. Closing the window.
   Close button performs a clear function for everyone.
   After clicking, the user switches to the interface that was opened before.
   The closing operation can be repeated until you reach the desktop.
   

Information search

Using filters (not/contains, not/equals, starts with), you can display information in the required section in any window of the system (1).
At the same time, the funnel icon will be displayed in the column name, indicating that a filter is set for it (2).

The period of information construction

In order to determine the period for which information will be displayed, you can use the preset values (Today, Yesterday, Current month, etc.).
Or choose your own option and determine the date areas on the calendar by clicking on the start and then the end date of the period of interest.
You can set a period that goes beyond one month by selecting the month of the beginning of the period in the left block, and selecting the month of the end in the right block.
In order for the data in the report to be updated, you need to click Apply.

Grouping information

Data can be grouped by most of the presented columns if there is a special grouping area on the screen - as a rule, this feature is available in reports.
This is done by dragging the cell with the column name into the Grouping by records field.

After that, the data on the screen is grouped by the selected column (1), and clicking on the arrow in the grouped row opens the data included in it (2).

You can group data by more than one indicator, which is quite convenient when you need to organize data in a report.

Drilldown mechanism

Drilldown is detailing, deepening, moving to a lower level of the hierarchy.
In the reports Customer Relations, Sales, Agent's Working Days and Tasks and others, the Drilldown mechanism is used.
In reports with the Drilldown mechanism, the lines are highlighted when the mouse cursor is hovered, which means that more detailed information is available to view (1).
You can also select the level of detail, by clicking on the items in the address bar (2). 
The line highlighted in blue means that a transition to a lower level of detailed viewing has been made for this item of information (3).

Breadcrumbs

In most cases, breadcrumbs are available at the top of the screen (the navigation bar is inside one functionality).
The elements available for clicking and navigating are colored blue.

Download data as Microsoft Excel

A large amount of information in the system can be downloaded as Microsoft Excel files.
To do this, click on the Excel button (1), after which the download indicator (2) will appear, and after the download is complete, the file can be downloaded using the button .

After the file formation is completed, the Download button should appear in the right corner of the indicator.