Account
The contract is the account that is intended for work in the user interface. The process of creating an account usually includes entering personal data, the name of the contract, choosing the type of organization, the type of account, the tariff and other parameters.
The Contracts window contains the following settings:
• Contract export button - a button for downloading contracts in excel format.
• Search filters - a tool that allows users to search by specified criteria.
• The main working window consists of: a unique contract ID number, name, organization type, account type, contract creation date, number of objects and other fields).
For ease of working with contracts in the system, it is possible to display or hide columns in the settings header.
The report download for the Report Builder will apply to the selected contracts and to all users associated with those contracts.
|
Add report and save.
