Featured Video Play Icon

Page/Full Documents Export

1. To use the export feature, you have to be first on your inspector account.

2. Press on the Documents tab ( ) from the left side of the page.

3. Then press on the Page export button or Full export button from the left side of the page above the name columns.

3.1. Page export means exporting only the current visible list in the page.

3.2. Full export means exporting all the data from the location that the inspector is assigned to.

 

 

Share on:
Featured Video Play Icon

Sorting all Contacts

1. To sort the contacts, you have to be first on your inspector account.

2. Press on the Contacts tab ( ) from the left side of the page.

3. Then press on the List tab ( ) from below in order to see all contacts.

4. Then press on the upper/lower arrow on the right of any of the name columns in order to sort the list.

 

 

Share on:
Featured Video Play Icon

Searching & Filtering Contacts

1. To search a contact, you have to be first on your inspector account.

2. Press on the Contacts tab ( ) from the left side of the page.

3. Then press on the List tab ( ) from below in order to see all contacts.

4. Then start typing below the name columns in the list in order to filter the list based on your criteria.

 

 

Share on:
Featured Video Play Icon

Deleting a Contact

1. To delete a contact, you have to be first on your inspector account.

2. Press on the Contacts tab ( ) from the left side of the page.

3. Then press on the List tab ( ) from below in order to see all contacts.

4. Then press on the Delete button ( ) on the right of the wanted contact.

5. Once pressed, the contact will be deleted, so think twice before taking this kind of action.

 

 

Share on:
Featured Video Play Icon

Adding a New Contact

1. To add a new contact, you have to be first on your inspector account.

2. Press on the Contacts tab ( ) from the left side of the page.

3. Then press on the Add tab ( ) from below in order to add a new contact.

4. Here you will have to fill in the required fields in order to add a contact.

5. After filling in the fields, you can either press on the: 

  • Back button – this will return you to the list of contacts.
  • Save & exit button – this will create a record based on the completed form and return you to the list of contacts. 
  • Save & new button – this will create a record based on the completed form and show a new form to create a new contact.

 

 

Share on: