Difference between revisions of "Plugins"

Revision as of 17:17, 6 March 2009

Plugins are sections on the start page of DLS IV which allow you to perform different functions. The Plugins which are installed by default in DLS IV are: Account Search, Administrator tools, Active Communications, and Recent Activity.

Account Search

For the searching inside accounts for data see, Searching Within an Account.

The Account Search Plugin

Account Search is available from the Start Page.

Note that the Account Search function is executed immediately after creating an account, with the new account's parameters. This is to ensure that the newly created account is very easy to find. During this process, the Account Group filter will be set to the new account's Account Group.

Basic Search

The Basic Search function will search only in the Customer Account Name for the search phrase. The search will be performed similar to popular internet search engines: if the search phrase exists ANYWHERE in the Customer Account Name, it is considered a match.

Advanced Search

To access the Advanced Search fields, click the "Advanced" button on the rightmost side of the Search pane. An additional set of fields will be available for searching:

- Customer Account Name

- Comments

- Created By

- Flag Delete

Each of these fields, when selected will offer specific search parameters, such as:

- Exact Match - the search phrase must match exactly, including space characters and punctuation characters

- Contains - the search phrase can contain the phrase anywhere in the field

- Starts With - the field must start with the search phrase, other contents are ignored

- Ends With - the field must end with the search phrse, other contents are ignored

You may add multiple search criteria to one search. For example:

- Customer Account Name = Starts with "john"

- Comments = Contains "discount"

- Created By = Ends With "johnson"

Any results that are displayed must meet all 3 of these search criteria.

To return to Basic Account Search, click the "Basic" button on the rightmost side of the Search pane.

Export Search

After performing a search, the search results can be recorded by using the Export Search function. The Export Search button is located on the Search toolbar. The Export Search function will save the search results in a .CSV file (easily opened by Microsoft Excel or other spreadsheet applications).

The exported .CSV file will contain this information about the account:

- Customer Account Name

- Group Name

- Type

- Version

- Created Date

- Created By

It is important to note that the search criteria is NOT exported in the .CSV file. You should record the search criteria manually if you wish to also have it with the export.

Administrator Tools

The administrator tools plugin allows you to perform various administrator tasks, such as deleting accounts, importing files, and managing other plugins and themes.

Configuration

Theme Manager

Plugin Manager

Users Online

Accounts Opened

Remove Accounts

Import

Active Communications

The active communications plugin allows you to view the various communications jobs which are either currently active, failed, or queued.

Recent Activity

The reent activity log shows you a list of all of the actions that have been taken recently in the DLS IV software. The recent activity plugin will display the date/time of the event, the user who performed the operation, the computer the operation was done on and what the event was.