Results Panel

Results Panel

The results panel is located at the right top part of the window. Here the results of search are displayed.

It is possible to create up to five tabs in the results panel. To create a new tab, press on the inactive New tab that is on the right of all created tabs. To navigate between the tabs, just click on the required one. To close the tab, click the button next to its name.

The caption on the tab displays item type: users, units, accounts, retranslators, or unit groups. Also, when navigating through tabs, if they represent different item types, the navigation and search panel changes, too.

Your actions (such as search) are always applied to the active tab. If this tab already contains any records, they will be replaced.

Managing Tables


The data is given in the form of a table. Records are sorted by name in the direct order that is from A to Z. To sort the data by any other criterion presented in the table, it is necessary to click on the corresponding name of the table. Note that if sorting by column is available, when you hover over its name, the arrow of the cursor changes to a pointer (hand).

Table contents and, correspondingly, the number of columns, depend on the type of objects displayed. For example, accounts table contains the biggest number of columns.

A set of columns can be adjusted according to your needs. To do this, click on the last column in a table header (). Afterwards, in the appeared menu select the checkboxes for the required columns, or deselect them for the columns which are not needed at the moment.

At the bottom of the table, there is the tools bar that can be used to perform several tasks such as deleting items, moving to another page, etc. Moreover, when working with such system elements as accounts (resources), users, units, and unit groups, it is possible to save table data in Excel format. To do this, click on the corresponding icon in the right corner of the tools bar.

The width of the columns can be adjusted manually. To do this, click and drag the column edge in the required direction. To reset the settings, press the Columns auto width button.

You can change the order of the columns. To do this, left-click on the heading of the desired column and drag it to a new position.

The adjusted set of columns, their width and order are saved during the current session.

Also in the tools bar, you can set the number of items displayed on the page. To do this, click on the drop-down list and select the required number (10, 20, 50, 100, 500, 1000).

To navigate between pages, use the arrow-shaped buttons. It is also possible to enter the page number manually and press <enter>.

Standard Operations

As a rule, you can apply a number of standard operations to any system element displayed in the table (accounts, billing plans, users, units, unit groups, or retranslators): create a new item of this kind (except billing plans), view or edit the properties of an object, copy or delete an object.

Creating New Items

To create a new object, open the corresponding panel on the left and press the Create button. The button is disabled if the current user does not have enough rights.

Fill in the required fields and tabs of the dialog and press OK. TheOK button remains disabled until there is enough information in the dialog and it is correct. Any macro obkect must have a name from 4 to 50 characters, and the text fields of the dialog should not contain any prohibited characters.

The new object does not immediately appear in the table. To display it, you need to apply the search parameters.

Copying

Copying is applied to units, users, groups of units, retranslators and billing plans (accounts and resources cannot be copied). Copying is an alternative way of creating new objects. This method is especially useful if you want to create an object with properties similar to the existing one.

To make a copy of an object, hold the <ctrl> key and click on the required object in the table. This opens the item properties dialog, all fields and tabs of which are identical to the properties of the item being copied (at least those properties which can be shown according to your access level). You can alter any properties if needed, e.g. individual information such as name, phone number, etc. Then press OK to complete the creation.

 Hint.
In many situations, instead of copying you can use the Import/Export tool.

View and Edit

To view or change the properties of an item, click on it in the table. The properties dialog will open. If you do not have enough access rights to the item, the OK button is not available and you cannot save any changes. Besides, some properties and even the entire tabs can be hidden.

If you made any changes and want to save them, press OK. To quit dialog without saving changes, press Cancel or click on the cross icon in the right-hand corner of the dialog.

Deleting Items

To delete an item, check it in the Select column. To select all the items at once, press <ctrl> on the keyboard and check any box in the corresponding column. Then click the Delete checked items  button at the bottom of the table. After receiving a warning message, click OK to delete, or Cancel to take no action. Several items can be selected, too. The result of the action is displayed in the log.

Remember that a certain access right is required to delete items (Delete items). Items that are not allowed to be deleted cannot be checked.

Keep in mind some pecularities of deleting different types of objects:

  • Deleting of a unit group or retranslator does not delete units that are included in them.
  • To delete a user, use the red delete button that is displayed next to each user in the table. However, you can only delete a user who is not the creator of any single object of the system. Read more about deleting users.
  • An account can be deleted only with all its contents and dependent objects, that is why deleting accounts is different from deleting other system objects. Read more about deleting accounts.

 Note that top users have an opportunity to restore deleted items.


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