Request to access
Last updated
Last updated
Step 1: Enter the customer name in the [Search customer name] field and click "Search".
Step 2: Apply to view or as the customer's account executive or customer service manager.
Remark:
If the current user had applied for all types of permissions, then the customer's data will no longer displayed.
If the current user is both the account executive and customer service representative, then the customer will not appear in the list.
When the current user is the account executive, they can only apply for the position of customer service representative.
When the current user is the customer service representative, they can only apply for the position of account executive.
When the current user is either the account executive or customer service representative, the data will be displayed, but they can't apply for sharing.
When a request is rejected, the rejected customer will appear in the list if it matches the search criteria.
The list shows all of the current user's applications, including pending, approved, and rejected.
Step 1: Open the details page, and it will appear in a pop-up window on the right side of the page. Option 1: Click on the data row directly.
Option 2: On the right side of the data row, click on "more ···" and then click "View".
If the user deletes the application while the application is pending, they can later reapply for the permission again.
Step 1: On the right-side of the data row, click more ···, and click "Delete".
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
2.4.1.1 Exists Filter
The filter function allows users to refine or narrow down the data list based on the selected criteria.
2.4.1.2 Create new filter
Users can save their preferred filter by entering/selecting the condition and click "Save" or "Save and Search" to be directed to the result straight away.
Step 2: Fill in the relevant condition and click on "Save".
A new filter condition will be created.
Click on the save icon when completed
New filter is created.
In the Advance Search, click on the (X) to delete the filter.
2.4.2.1 Simple Query
The users is able to filter customer with customer name that are similar/matched to the text entered in the search box.
2.4.2.2 Advanced Query
Step 2: Fill in the relevant condition and click on "Search".
Step 1: Click on the icon next to the search box.
The filter name can be changed by clicking on
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria. Step 1: Click on the icon next to the search box.
