Overview

Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search. And you can customize the selection of attributes that are shown in the table.

Show/hide partner properties

The partner properties are represented by the corresponding attributes. Some attributes are shown in the table by default, other attributes are shown optionally. In order to include optional attributes in the table, proceed as follows:

1. Click on the button to call up the corresponding dialog box.

2. Possibly enter a search term in the search field to filter the list of partner propertries by a search term.
3. Select a partner property. You can also select multiple partner properties:
   • In order to select a partner property, transfer it from the left column to the right column . To do so, click on the partner property .
   • In order to deselect a partner property, transfer it from the right column back to the left column. To do this, click on the partner property.

Using the button and the button you can transfer all the from one column to the other column at once.

Edit properties of partners

By editing the corresponding attributes you can adjust certain properties of partners. To do so, proceed as follows:

1. Double-click in the table cell you want to edit.
2. Make the desired changes and leave the table cell.
3. Possibly make further changes to other table cells.

• In order to save your changes, click on the SAVE button.
  A success message is shown.
• In order to dismiss your changes, click on the RESET button.

Call up partners in the partner administration

In order to call up a partner in the partner administration area to edit it there, proceed as follows:

• In the column “Identifier”, click on the identifier of the partner. Then you will be directed to the partner administration area where you can edit the respective partner.

Delete partners

In order to delete a partner, proceed as follows:

1. In the table, tick the partner you want to delete. You can also tick multiple entries.
2. Click on the DELETE button in the footer.
   The CLICK TO CONFIRM button is shown.
3. Click on the CLICK TO CONFIRM button to confirm the deletion of the partner.
   A success message is shown.

Instead of using the DELETE button, you can also use the "Delete" icon () icon in the respective table row to delete resp. remove individual entries.

Use the action menu

Via the action menu in the footer you can apply different actions on the listed partners. To do so, proceed as follows:

• To call up the action menu, click on the "Action menu" icon () in the footer.
• To invert the selection of ticked table cells, click on the "Invert selection" option of the action menu.
• To export selected partners as a .xlsx or .csv file, use the "Export" action. Further information you can find here.
• To copy selected partners to the clipboard, use one of the "Clipboard" actions. Further information you can find here.

You can place frequently used actions on the button. Then you can call them up without having to go via the action menu. To do so, drag the respective actions over the button and drop them there. Afterwards you can access these actions via the drop-down menu of the button.