wbcore 2.2.5__py2.py3-none-any.whl → 2.2.6__py2.py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- wbcore/contrib/agenda/locale/de/LC_MESSAGES/django.po +113 -0
- wbcore/contrib/agenda/release_notes/1_0_0.md +13 -0
- wbcore/contrib/agenda/static/agenda/markdown/documentation/building.md +11 -0
- wbcore/contrib/agenda/static/agenda/markdown/documentation/conferenceroom.md +20 -0
- wbcore/contrib/authentication/fixtures/authentication.json +62 -0
- wbcore/contrib/authentication/locale/de/LC_MESSAGES/django.po +610 -0
- wbcore/contrib/authentication/release_notes/1_0_0.md +13 -0
- wbcore/contrib/authentication/templates/activate_confirm.html +12 -0
- wbcore/contrib/authentication/templates/base.html +135 -0
- wbcore/contrib/authentication/templates/email_base_template.html +335 -0
- wbcore/contrib/authentication/templates/password_reset_done.html +13 -0
- wbcore/contrib/authentication/templates/password_reset_email.html +11 -0
- wbcore/contrib/authentication/templates/password_reset_email_html.html +43 -0
- wbcore/contrib/authentication/templates/password_reset_form.html +23 -0
- wbcore/contrib/authentication/templates/password_reset_sent.html +11 -0
- wbcore/contrib/authentication/templates/reset_password.html +15 -0
- wbcore/contrib/authentication/templates/user_registration_email.html +37 -0
- wbcore/contrib/currency/fixtures/currency.yaml +1014 -0
- wbcore/contrib/currency/fixtures/currency_fx_rate.yaml +73585 -0
- wbcore/contrib/currency/release_notes/1_0_0.md +13 -0
- wbcore/contrib/directory/fixtures/directory.json +3924 -0
- wbcore/contrib/directory/locale/de/LC_MESSAGES/django.po +1686 -0
- wbcore/contrib/directory/release_notes/1_0_0.md +13 -0
- wbcore/contrib/directory/release_notes/1_0_1.md +13 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/address.md +38 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/banking.md +54 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/bankingentry.md +38 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/clientmanagerrelationship.md +42 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/company.md +52 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/companytype.md +2 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/customerstatus.md +2 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/email.md +20 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/employeecompany.md +34 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/employerperson.md +43 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/person.md +61 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/position.md +2 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/relationshiptype.md +2 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/socialmedia.md +23 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/specialization.md +2 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/systememployee.md +31 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/telephone.md +23 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/telephonesearch.md +26 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/userisclient.md +14 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/userismanager.md +28 -0
- wbcore/contrib/directory/static/directory/markdown/documentation/website.md +20 -0
- wbcore/contrib/documents/fixtures/docments.json +135 -0
- wbcore/contrib/documents/locale/de/LC_MESSAGES/django.po +272 -0
- wbcore/contrib/documents/release_notes/1_0_0.md +13 -0
- wbcore/contrib/documents/static/documents/markdown/documentation/document_types.md +21 -0
- wbcore/contrib/documents/static/documents/markdown/documentation/documents.md +18 -0
- wbcore/contrib/documents/static/documents/markdown/documentation/shareablelink.md +28 -0
- wbcore/contrib/documents/static/documents/markdown/documentation/shareablelinkaccess.md +20 -0
- wbcore/contrib/example_app/fixtures/example_app.json +7425 -0
- wbcore/contrib/geography/fixtures/geography.json +13454 -0
- wbcore/contrib/geography/release_notes/1_0_0.md +13 -0
- wbcore/contrib/geography/static/geography/markdown/documentation/geography.md +16 -0
- wbcore/contrib/io/fixtures/io.json +145 -0
- wbcore/contrib/io/locale/de/LC_MESSAGES/django.po +52 -0
- wbcore/contrib/io/release_notes/1_0_0.md +13 -0
- wbcore/contrib/notifications/locale/de/LC_MESSAGES/django.po +60 -0
- wbcore/contrib/notifications/release_notes/1_0_0.md +13 -0
- wbcore/contrib/notifications/static/notifications/service-worker.js +1 -0
- wbcore/contrib/notifications/templates/notifications/notification_template.html +43 -0
- wbcore/contrib/tags/release_notes/1_0_0.md +13 -0
- wbcore/contrib/workflow/fixtures/workflow.json +612 -0
- wbcore/contrib/workflow/locale/de/LC_MESSAGES/django.po +1289 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/assignedprocessstep.md +33 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/condition.md +24 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/decisionstep.md +30 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/emailstep.md +45 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/finishstep.md +33 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/joinstep.md +33 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/process.md +33 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/processstep.md +51 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/scriptstep.md +33 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/splitstep.md +30 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/startstep.md +27 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/transition.md +27 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/userstep.md +42 -0
- wbcore/contrib/workflow/static/workflow/markdown/documentation/workflow.md +32 -0
- wbcore/contrib/workflow/templates/Test_Templates.txt +25 -0
- wbcore/docs/orderable.md +29 -0
- wbcore/docs/reparent.md +13 -0
- wbcore/locale/de/LC_MESSAGES/django.po +667 -0
- wbcore/templates/errors/404.html +134 -0
- wbcore/templates/errors/500.html +138 -0
- wbcore/templates/errors/503.html +132 -0
- wbcore/templates/errors/custom.html +132 -0
- wbcore/templates/notifications/email_template.html +43 -0
- wbcore/templates/reversion/compare_detail.html +19 -0
- wbcore/templates/wbcore/admin/change_list.html +8 -0
- wbcore/templates/wbcore/admin/csv_form.html +15 -0
- wbcore/templates/wbcore/dynamic_color_array.html +29 -0
- wbcore/templates/wbcore/email_base_template.html +335 -0
- wbcore/templates/wbcore/email_notification_template.html +10 -0
- wbcore/templates/wbcore/frontend.html +51 -0
- {wbcore-2.2.5.dist-info → wbcore-2.2.6.dist-info}/METADATA +2 -2
- {wbcore-2.2.5.dist-info → wbcore-2.2.6.dist-info}/RECORD +99 -3
- {wbcore-2.2.5.dist-info → wbcore-2.2.6.dist-info}/WHEEL +1 -1
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Date: 2023-05-10
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Module: Directory
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Summary: Employee Employer Table improvements
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Version: 1.0.1
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## New Features
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./.
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## Enhancements
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- Streamlined Employee-Employer sub tables
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## Bugfixes
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- Don't delete the underlying employer/employer when deleting a employee employer relationship
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# Address Contacts
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A list of address contacts for the selected person/company saved in the database indicating where they are located. Address contacts will also include data from a person's primary employer. If the person has no primary employer it will include adresses from every one of its employers.
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Location:
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The contact's location of use. Can be one of four locations: Work, Private, Home or Other. Work will be selected by default when creating a new contact.
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### Street:
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The street name and house number of the address contact.
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### Street Additional:
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Displays optional additional information about the address, e.g. story number.
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### Zip:
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The address contact's zip code.
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### City:
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The city of the address.
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### State:
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The address's state.
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### Country:
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The country of the address contact.
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### Continent:
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The address's continent.
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## Primary Functionality:
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Primary address contacts cannot be deleted unless they are the entry's last address contact. You need to make one of the other contacts their primary address contact before being able to delete that contact.
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## Legend:
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Click on the legend to filter primary address contacts. When displaying address contacts of a person you can also filter contacts belonging to the person's employer(s) by clicking on the legend "Company Contact".
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## Search Field:
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Typing in the search field allows to filter the address contacts by their street name, zip code and city name.
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# Banking Contacts
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A list of banking contacts saved in the database. Pending banking contacts will be displayed by default.
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## Workflow:
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A banking contact can have one of three different states that can be switched between by clicking on the corresponding buttons. These are displayed in the context menu if you right click the list row or at the top of the instance.
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_Displayed in red are those transitions that can only be administered by a manager._
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### Draft:
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The initial status after creating a new banking contact. After double checking your input you can submit the banking contact for review by a manager.
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### Pending:
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Pending banking contacts can either be approved or denied by a manager. Denying will transition its state back to draft where it can once again be modified and submitted.
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### Approved:
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The status after approval by a manager. From here you can edit it by transitioning its state back to "Draft".
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Location:
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The contact's location of use. Can be one of four locations: Work, Private, Home or Other. Work will be selected by default when creating a new contact.
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### Institute:
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The name of the banking contact's institute.
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### Institute additional:
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Additional information about the institute, e.g. address.
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### IBAN:
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International Bank Account Number of the banking contact.
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### SWIFT:
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The contact's SWIFT code/BIC.
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### Currency:
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The bank's currency.
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### Entry:
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The entry for which this banking contact was created.
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### Edited:
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Date and time of last edit to the contact.
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### Information:
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Displays additional information that can be used instead of the IBAN to communicate banking details.
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## Legend:
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Click on the legend to filter banking contacts by status.
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## Search Field:
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Typing in the search field allows to filter the banking contacts by their institute, IBAN and SWIFT.
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# Banking Contacts
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A list of banking contacts for the selected person/company saved in the database. Banking contacts will also include data from a person's primary employer. If the person has no primary employer it will include banking details from every one of its employers.
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Location:
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The contact's location of use. Can be one of four locations: Work, Private, Home or Other. Work will be selected by default when creating a new contact.
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### Institute:
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The name of the banking contact's institute.
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### Institute additional:
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Additional information about the institute, e.g. address.
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### IBAN:
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International Bank Account Number of the banking contact.
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### SWIFT:
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The contact's SWIFT code/BIC.
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### Currency:
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The bank's currency.
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### Edited:
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Date and time of last edit to the contact.
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### Information:
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Displays additional information that can be used instead of the IBAN to communicate banking details.
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## Primary Functionality:
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Primary banking contacts cannot be deleted unless they are the entry's last banking contact. You need to make one of the other contacts their primary banking contact before being able to delete that contact.
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## Legend:
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Click on the legend to filter primary banking contacts. When displaying banking contacts of a person you can also filter contacts belonging to the person's employer(s) by clicking on the legend "Company Contact".
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## Search Field:
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Typing in the search field allows to filter the banking contacts by their institute, IBAN and SWIFT.
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# Client Manager Relationships
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This view is used to represent the relationship between a client and its relationship manager. A client can have many relationship managers and we can declare a relationship manager as primary (displayed by a star icon to the left of the row). Only the primary relationship manager is displayed when looking at a list of persons or companies.
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## Workflow:
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A relationship can have one of five different states that can be switched between by clicking on the corresponding buttons. These are displayed at the top of the instance.
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_Displayed in red are those transitions that can only be administered by a manager._
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### Draft:
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The initial status after creating a new relationship. You are able to modify and directly delete the relationship in this status. After checking if the information you provided is correct you can either submit the relationship for review by a manager or directly approve the relationship if you yourself are a manager.
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### Pending Add:
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Displays the pending requests to add a relationship. The request can no longer be modified from here on. This status only concerns managers as only they have the permissions to approve or deny any requests. After denial the request returns to its prior draft status and can once again be modified and submitted or deleted.
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### Approved:
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After approval by a manager this is the status of the relationship. Exclusively approved relationships are the ones displayed under "Your Clients/Prospects/Contacts" and "Your contact". Only if a relationship is non-primary it is possible to request to a) make the relationship primary or b) remove the relationship. Both options create a pending (add/remove) request that again needs to be approved by a manager. As a consequence, when trying to remove a primary relationship one needs to first approve a different primary relationship manager for the client making the old relationship non-primary and removable. The only exception to this is when the primary relationship manager is the only manager for its client. In this case you can request their removal.
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### Pending Remove:
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Displays requests to remove a relationship. This is the second status that only concerns managers as they have the relevant permissions. If a remove request is denied the relationship switches back to its prior approved status.
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### Removed:
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The status after approval of a remove request that serves as a history of recent client manager relationships. From here it is possible to directly delete the relationship or reinstate it which creates a pending add request.
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Client:
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The name of the external client. The client can be either a company or an individual person. Hover over the name to display more information about the client.
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### Relationship Manager:
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The name of the internal employee in charge of the client. Hover over the name to display more information about the person.
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### Created:
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Timestamp at which the relationship between client and manager was created.
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## Legend:
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Click on the legend to filter by relationship status (see workflow) or primary relationship manager.
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## Search Field:
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Typing in the search field allows to filter the relationships by the client's or the manager's name.
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# Companies
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A list of every company saved in the database.
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## Columns:
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Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
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### Name:
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The name of the company.
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### City:
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The city of the company's primary address. Hover over the name to display the full address.
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### Type:
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The company's type. Company types can be added, edited and deleted by managers under CRM > Administration > Company Types.
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|
|
16
|
+
### Tier:
|
|
17
|
+
The company's tier. Tiers range from 1 to 5 and are automatically computed.
|
|
18
|
+
|
|
19
|
+
### Status:
|
|
20
|
+
The company's status. Company statuses can be added, edited and deleted by managers under CRM > Administration > Customer Status.
|
|
21
|
+
|
|
22
|
+
### Primary Relationship Manager:
|
|
23
|
+
The primary relationship manager of this company. Hover over the name to display further information about the person.
|
|
24
|
+
|
|
25
|
+
### Last Activity:
|
|
26
|
+
The name and end date of the company's last activity. Hover over it to display further information about the activity. Column can also be ordered by end date of the activity.
|
|
27
|
+
|
|
28
|
+
### Activity Heat:
|
|
29
|
+
A visual representation of the company's activeness. The data representation ranges from 0 to 1 which needs to be kept in mind to be able to apply a proper filter to the column.
|
|
30
|
+
|
|
31
|
+
## Filters:
|
|
32
|
+
|
|
33
|
+
### No Activity:
|
|
34
|
+
Filter companies with no activity for x amount of time.
|
|
35
|
+
|
|
36
|
+
### Companies' Employee:
|
|
37
|
+
Display employers of the selected person.
|
|
38
|
+
|
|
39
|
+
## Search Field:
|
|
40
|
+
Typing in the search field allows to filter the companies by name.
|
|
41
|
+
|
|
42
|
+
## Buttons:
|
|
43
|
+
You can right-click each row to reveal three buttons:
|
|
44
|
+
|
|
45
|
+
### Activities:
|
|
46
|
+
Displays activities for the row's company.
|
|
47
|
+
|
|
48
|
+
### Employees:
|
|
49
|
+
Displays a list of the company's employees.
|
|
50
|
+
|
|
51
|
+
### Relationship Managers:
|
|
52
|
+
Displays all relationship managers of the row's company.
|
|
@@ -0,0 +1,2 @@
|
|
|
1
|
+
# Company Types
|
|
2
|
+
This is a list of every company type in the database where you can modify, delete and add new company types. Typing in the search field or the column filter accessible from the three lines at the end of the column title filters the company types by name. Click on the column title to order it.
|
|
@@ -0,0 +1,2 @@
|
|
|
1
|
+
# Customer Statuses
|
|
2
|
+
This is a list of every customer status in the database where you can modify, delete and add new customer statuses. Typing in the search field or the column filter accessible from the three lines at the end of the column title filters the customer statuses by name. Click on the column title to order it.
|
|
@@ -0,0 +1,20 @@
|
|
|
1
|
+
# Email Contacts
|
|
2
|
+
A list of email contacts for the selected person/company saved in the database. Email contacts will also include data from a person's primary employer. If the person has no primary employer it will include email addresses from every one of its employers.
|
|
3
|
+
|
|
4
|
+
## Columns:
|
|
5
|
+
Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
|
|
6
|
+
|
|
7
|
+
### Location:
|
|
8
|
+
The contact's location of use. Can be one of four locations: Work, Private, Home or Other. Work will be selected by default when creating a new contact.
|
|
9
|
+
|
|
10
|
+
### Email address:
|
|
11
|
+
The email adress.
|
|
12
|
+
|
|
13
|
+
## Primary Functionality:
|
|
14
|
+
Primary email contacts cannot be deleted unless they are the entry's last email contact. You need to make one of the other contacts their primary email contact before being able to delete that contact.
|
|
15
|
+
|
|
16
|
+
## Legend:
|
|
17
|
+
Click on the legend to filter primary email contacts. When displaying email contacts of a person you can also filter contacts belonging to the person's employer(s) by clicking on the legend "Company Contact".
|
|
18
|
+
|
|
19
|
+
## Search Field:
|
|
20
|
+
Typing in the search field allows to filter the email contacts by their address.
|
|
@@ -0,0 +1,34 @@
|
|
|
1
|
+
# Employees
|
|
2
|
+
A list of employees for the selected company. For more details on how to add/delete employees see section "Buttons".
|
|
3
|
+
|
|
4
|
+
## Columns:
|
|
5
|
+
Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
|
|
6
|
+
|
|
7
|
+
### Name:
|
|
8
|
+
The employee's first and last name.
|
|
9
|
+
|
|
10
|
+
### Position:
|
|
11
|
+
The position of the employee within his company. Positions can be added, edited and deleted by managers under CRM > Administration > Company Positions.
|
|
12
|
+
|
|
13
|
+
### Primary Relationship Manager:
|
|
14
|
+
Displays the primary relationship manager of the employee. Hover over the name to display more information about the person.
|
|
15
|
+
|
|
16
|
+
### Primary Telephone:
|
|
17
|
+
The employee's primary telephone number.
|
|
18
|
+
|
|
19
|
+
### Primary Email:
|
|
20
|
+
Primary email address of the employee.
|
|
21
|
+
|
|
22
|
+
## Legend:
|
|
23
|
+
Click on the legend to filter for employees where the selected company is their primary employer.
|
|
24
|
+
|
|
25
|
+
## Buttons:
|
|
26
|
+
To add employees to the company the person needs to already exist in the database. Use the custom button labeled "New Person" at the top of the list if you need to create a new person and return to this view. Now you are able to add the person to the company by pressing the green plus button. Deleting an employee (but not the person) can be achieved by using the trash button at the end of the row if the company is a) not the employee's primary employer or b) the employee's only employer. If the employee has several employers you need to first make one of the other employers primary to be able to see the delete button. The button below the trash icon shwowing a group of persons can be used to modify the relationship, e.g. make it primary or modify the employee's position within the company.
|
|
27
|
+
|
|
28
|
+
## Filters:
|
|
29
|
+
|
|
30
|
+
### No Activity:
|
|
31
|
+
Filter employees with no activity for x amount of time.
|
|
32
|
+
|
|
33
|
+
## Search Field:
|
|
34
|
+
Typing in the search field allows to filter the employees by name.
|
|
@@ -0,0 +1,43 @@
|
|
|
1
|
+
# Employers
|
|
2
|
+
A list of employers for the selected person. For more details on how to add/delete employers see section "Buttons".
|
|
3
|
+
|
|
4
|
+
## Columns:
|
|
5
|
+
Each column title has three lines on the right if you hover over it. Click on them to show options for that column. The second tab of the options menu will allow you to filter the column, the third to completely hide entire columns. Click on anywhere else on the column to order it, cycling between ascending, descending and no ordering. Hold shift while clicking to order multiple columns with individual weights.
|
|
6
|
+
|
|
7
|
+
### Name:
|
|
8
|
+
The employer's first and last name.
|
|
9
|
+
|
|
10
|
+
### Position in Company:
|
|
11
|
+
The person's position within its company. Positions can be added, edited and deleted by managers under CRM > Administration > Company Positions.
|
|
12
|
+
|
|
13
|
+
### City:
|
|
14
|
+
The city where the employer is located. Hover over the name to display the detailed address.
|
|
15
|
+
|
|
16
|
+
### Type:
|
|
17
|
+
The company type of the employer. Company types can be added, edited and deleted by managers under CRM > Administration > Company Types.
|
|
18
|
+
|
|
19
|
+
### Tier:
|
|
20
|
+
The employer's tier. Tiers range from 1 to 5 and are automatically computed.
|
|
21
|
+
|
|
22
|
+
### Status:
|
|
23
|
+
The employer's status. Company statuses can be added, edited and deleted by managers under CRM > Administration > Customer Status.
|
|
24
|
+
|
|
25
|
+
### Primary Relationship Manager:
|
|
26
|
+
Displays the primary relationship manager of the employer. Hover over the name to display more information about the person.
|
|
27
|
+
|
|
28
|
+
## Legend:
|
|
29
|
+
Click on the legend to filter for primary employers.
|
|
30
|
+
|
|
31
|
+
## Buttons:
|
|
32
|
+
To add employers to the person the company needs to already exist in the database. Use the custom button labeled "New Company" at the top of the list if you need to create a new company and return to this view. Now you are able to add the company to the person by pressing the green plus button. Deleting an employer (but not the company) can be achieved by using the trash button at the end of the row if the company is a) not the person's primary employer or b) the person's only employer. If the person has several employers you need to first make one of the other employers primary to be able to see the delete button. The button below the trash icon shwowing a group of persons can be used to modify the relationship, e.g. make it primary or modify the person's position within their employer.
|
|
33
|
+
|
|
34
|
+
## Filters:
|
|
35
|
+
|
|
36
|
+
### No Relationship Manager:
|
|
37
|
+
Filter employers by if they have a relationship manager.
|
|
38
|
+
|
|
39
|
+
### No Activity:
|
|
40
|
+
Filter employees with no activity for x amount of time.
|
|
41
|
+
|
|
42
|
+
## Search Field:
|
|
43
|
+
Typing in the search field allows to filter the employers by name.
|