The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact XTRF Customer Success Manager.
Target audience : Home Portal's users
|Smart View - Opportunities|
The Smart View Opportunities page allows you to search, create, modify and delete your opportunities in the Home Portal. You can easily and conveniently do it using the views.
Your view as well as the available options and buttons may differ from the described one because the smart views are highly interactive where access to the options depends on your custom view configuration.
All views operate in the same manner as the presented example.
View drop-down menu
Use the View drop-down menu to select and manage views in the Opportunities module. With this menu you can select the view you want to work with and also create new custom views.
Currently selected view title stands bold in the drop-down menu.
Use the buttons displayed to perform actions on the selected entities and adjust the manner the entities are displayed.
Action panel is an interactive field; it displays only buttons for actions which can be selected by a given user.
Displayed buttons allow you to perform actions on the entities selected in the data table.
You can only perform the operations which you gain access to.
Search Filter panel
You can limit your search results for a desired entity with the search filter.
The Search Filter panel contains individual fields. The search results are updated in real-time when you perform an operation on one of the fields.
You can configure the Search Filter fields for a given object. For example, you can provide only a part of a name phrase in the Client Name field at the same time selecting only these names of types which are active.
Please refer also to the related articles
You can easily configure the Search Filter fields to display these ones which are the most suitable for you. To find out more how to adjust the search filter to your needs, go to the Creating a New Smart View article.
|All entities that match the the search filter parameters are displayed in the table form. You can select an entity to perform an action: preview or edit it.|