Category: Associate List

Filters are used to create a listing with specific data. Users can set a maximum of 5 filters, selecting from available fields, and apply them to the listing as needed.

The following are the steps to create and apply customized filters for the ASSOCIATES list:
1. Go to the ‘ASSOCIATES’ tab.

2. Click on the ‘Filter’ option.

3. After clicking on ‘Filter’, a popup window will open to create a new filter.
a. Existing filters, if available, will be displayed under the ‘Saved Filters’ section.

4. Click on the ‘Add Filter’ button to create a new filter.

5. Clicking ‘Add Filter’ will open a new window where the user can set the filter criteria according to the requirements.

6. Enter a name for the filter.

7. Select the field from the dropdown where the filter should be applied.

8. Apply the condition to set the filter.

9. Select or enter the value to set the filter.

10. Choose either ‘Match All Filter Rules’ or ‘Match Any Filter Rule’ based on the needs.

11. There are three options at the bottom: Back, Save, and Save & Apply’.

12. Clicking ‘Back’ will return the user to the first page of the ‘Filter’ window.

13. Clicking Save will only save the filter, displaying it in the filter listing (it will not be applied to the listing).

14. The system will generate a confirmation message for the newly created filter.

15. Clicking Save & Apply will save the filter under the ‘Filter’ listing and apply it to the ASSOCIATES > Cases List.

16. The system will generate a confirmation message, and the filter will be applied to the All Associates List.

17. The Associates listing will now display according to the criteria set in the filter.
18. Hovering over the ‘Filter’ icon will display the name of the applied filter.

19. The user can apply any available filter by clicking the filter option, selecting the desired filter, and then clicking Apply.
20. Clicking Apply will apply the selected filter to the listing.
21. To view the filter criteria:
a. Click on the ‘Filter’ again and hover over the ‘View’ icon.
b. Click on the ‘View Filter’ option.

22. The filter criteria will be displayed:
a. Only the ‘Back’ button will be shown.
b. The selected fields and criteria will be greyed out and cannot be edited.

23. To edit the filter:
a. Click on the ‘Filter’ again and hover over the ‘Edit’ icon.
b. Click on the ‘Edit Filter’ option.

24. The filter window will open with the existing criteria, allowing users to modify the filter.

25. Users can apply multiple ‘Filter’ criteria simultaneously:
a. Applying more ‘Filter’ criteria and then clicking on ‘Save & Apply’.

26. The updated filter will be applied to the All Associates List.

27. To delete a filter:
a. Click on the ‘Filter’ again and hover over the ‘Delete’ icon.
b. Click on the ‘Delete Filter’ option.

28. The system will ask for confirmation. Click Delete to proceed.

29. The system will generate a confirmation message, and the filter will be deleted.

30. To check if the filter has been deleted:
a. Click on the ‘Filter’ again.
b. Checking the listing: A deleted filter will not be available in the ‘Saved Filters’ section.

Associates List – All Associates display all associates currently available in the system, excluding those in the Trash and Archive SFA Folder.

The following are the steps to access the Associates List:
1. Navigate to the ‘ASSOCIATES’ tab, where you’ll find the ‘All Associates List’.

2. Click on the field title to view associates in ascending or descending order. Clicking the title displays a downward arrow beside it, arranging associates accordingly. For instance, clicking ‘Name’ sorts of names in descending order.

3. When the user clicks on the title again, an upward arrow will appear beside it, arranging associates in ascending order. For example, clicking the upward arrow next to the ‘Email’ title displays the email IDs in ascending order.

4. On the left-side panel, there is a search feature. Users can utilize the ‘Search’ option to find specific associates by selecting different criteria.

5. On the left-side panel, there is an option to view recently accessed associates. Clicking on ‘Recent Associates’ allows users to see the five most recently accessed associates.

6. On the left-side panel, there is a feature to add an associate. Clicking on the ‘Add Associate’ option will display a form with various fields, allowing users to input information and add an associate.

7. On the right side at the top, there is a ‘Display’ feature. Users can customize the fields and arrange the display of the page using this option.

8. On the right side at the top, there is an ‘Export’ feature. Users can export specific data from all associates using this option. The exported data will be based on the selected date range.

9. On the right side at the top, there is a ‘Print’ feature. Clicking on ‘Print’ allows users to print the current page. The print feature will print the data according to the selected display settings.

10. On the right side at the top, there is a ‘Filter’ feature. Users can refine the displayed data by filtering specific information from all associates using this option.

11. On the right side at the top, there is a ‘Quick Search’ feature. Users can quickly search for data across all associates using this option.

12. At the bottom of the page, there is a feature to adjust the number of associates displayed per page from the ‘Display’ dropdown menu.

13. The ‘Display’ dropdown menu offers six options to set the number of entries for the display list:
a. 10
b. 20
c. 25
d. 50
e. 75
f. 100
14. After selecting an option from the ‘Display’ dropdown, the system will arrange and display the entries on one page according to the user’s selection.
15. Additionally, the pagination of the associates list will be adjusted by the system according to the selected option.
For example:

• If the user selects 10 entries per page, the system will display 10 entries per page, and the data will be distributed accordingly.

• If the user selects 50 entries per page, the system will display 50 entries on each page, and the data will be distributed accordingly.

16. The pagination will function according to the number of entries set, providing options for users to select a specific page or navigate directly to the first, next, previous, or last page.
17. By clicking on the double arrow ‘»’ on the right side, users can directly navigate to the last page.

18. By clicking on the single right arrow ‘>’, users can navigate to the next page.

19. By clicking on the single left arrow ‘<‘, users can navigate to the previous page.

20. By clicking on the double arrow ‘«’ on the left side, users can directly navigate to the first page.

Display – used to create specific views of listing.
Users can only set a maximum of 5 displays, choosing from the available fields and can apply them to the listing as needed.

Following are the steps to set the Display:

1. Go to the ‘ASSOCIATES’ tab and All Associates List will be displayed.

2. Click on the ‘Display’ icon.

3. By clicking on ‘Display’ will open a popup page to set a new Display.
a). Existing ‘Displays’ will be listed under ‘Saved Displays’, if available.

4. Click on ‘Add Display’ to create a new ‘Display’.

5. By clicking on ‘Add Display’ a new window will open.

6. The system will allow selection of a maximum of 15 fields.

7. The user can view the list of fields by clicking on the down arrow for any field group.
8. Click on the down arrow to reveal the fields for selection.

9. After clicking the down arrow next to ‘Personal Information,’ the list of personal information fields will be opened.

10. Select the necessary fields to configure the ‘Display’ view from the Personal Information fields.

11. Similarly, select the necessary fields to configure the ‘Display’ view from the Business Information fields.

12. Similarly, select the necessary fields to configure the ‘Display’ view from the Account Information fields.

13. On the same page there are three options: Back, Next, and Cancel.

14. After fields selection completed select required option.
15. By clicking on ‘Back’ redirects to the first page of the ‘Display’.

16. By clicking on ‘Save’ opens a new page with the selected fields.
17. Users can change the sequence of the displayed fields list using the option represented by six dots.
a). Apart from the ‘Name’ field, all other field sequences can be changed.

18. Add the ‘Display’ Name at the end.

19. On the same page there are three options: Back, Save & Apply, and Save.

20. By clicking on ‘Back’ it redirects to the ‘Add Display’ page.

21. By clicking ‘Save’ will only save the ‘Display’, and it will be listed in the Saved Displays (it will not be applied to the listing).

22. The system will generate a message only for the ‘Display’ that is created.

23. Clicking on ‘Save & Apply’ will save the ‘Display’ under the ‘Saved Display’ listing and apply it to the ‘ASSOCIATES’ list.

24. The system will generate a confirmation message, and the ‘Display’ will be applied to the ‘ASSOCIATES’ list.

25. Now, the ‘ASSOCIATES’ listing will display the list according to the criteria set in the ‘Display’.
26. Hovering the mouse over the ‘Display’ icon will show the applied display name.

27. The user can apply any available Display by clicking on the Display option, selecting the desired display, and then clicking on Apply.
28. By clicking on Apply, the selected Display will be applied to the listing.
29. Users can view the criteria of the ‘Display’.
a). Click on ‘Display’ again and hover the mouse over the view icon.
b). Click on the ‘View Display’ icon.

30. The created criteria will be displayed.
a). Apply and Cancel buttons will be displayed.
b). Users can apply the ‘Display’ by using the ‘Apply’ option.

31. Users can edit the ‘Display’.
a). Click on ‘Display’ again and hover the mouse over the edit icon.
b). Click on the ‘Edit Display’ icon.

32. The ‘Display’ window will open with existing criteria, and users can modify the ‘Display’.

33. Users can change the criteria of the ‘Display’ and then click on ‘Save & Apply’.

34. An updated ‘Display’ will be applied to the ‘ASSOCIATES’ listing.

35. Users can delete the ‘Display’.
a). Click on ‘Display’ again and hover the mouse over the ‘Delete’ icon.
b). Click on ‘Delete Display’.

36. System will ask confirmation. Click on ‘Delete’.

37. The system will generate the message and ‘Display’ will be deleted.

38. Users can verify if the ‘Display’ is deleted or not.
a). Click on ‘Display’ again.
b). Verify that the deleted ‘Display’ is no longer available in the listing.