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Servista

6a.01 Cliens management screen

6a.01 Cliens management screen

Accessing Clients management screen #

By clicking the Clients button from the left navigation menu, you can access the users management screen. Please note that only Service Supplier type of members and the users with administrative privileges can access this screen.

Clients management screen #

There are 3 main section in clients management section;

  1. Top commands bar where you can find some function like adding a new client
  2. Clients table list
  3. Bottom quick search bar

Commands bar #

From the command bar you can access some functions. With the Add New Client button you can add new clients, with the Refresh Screen button you can refresh the table list and with the Arrange Columns button you can personalize your table list.

Also, the Remove Client button helps you to remove selected client(s) from your list. It means that you cannot do any activities with that client anymore. Please note that you can add that client back in any time by using the Add New Client button.

Table list #

Here you can see the list of clients together with some details. You can rearrange the table order by clicking the column headers.

Quick search bar #

With the help of the quick search bar, you can make searches throughout the list.