Help CenterThe Services Management View module provides a centralized view of all services available within the organization.
The search screen allows users to easily browse, create and manage services with options to customize the display and export data for reporting or analysis purposes.
Displays all existing services in a tabular view including key columns such as:
- Name – the service title.
- Code – the unique identifier or internal reference for the service.
- Companies – the company or tenant-wide associated with the service.
Each entry includes a preview icon that opens the detailed service view.
Main Features
Add Service
Selecting Add Service opens a creation window where you can define the attributes of the new service.
The form includes mandatory fields such as Name and Currency, along with the option to select the Company to which the service belongs.
Mandatory fields are marked with a red asterisk (*).
At the bottom of the window, the following actions are available:
- Cancel – closes the form without saving any changes;
- Save and New – saves the current record and immediately opens a new blank form to register another supplier;
- Save – saves the record and closes the modal.
Once saved, the service becomes immediately available in the list and can be used.
Refresh
The Refresh button reloads the service list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.
Global Filters
At the top of the screen, users can apply global search filters to refine the displayed results. These filters allow services to be located using various criteria such as currency, payment terms or payment types.
Multiple filters can be combined cumulatively to optimize search results and reduce navigation time.
Export
The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.
Columns
Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.
Column Sorting
By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.
Column Filters
Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:
- Starts With – displays only records beginning with the entered value;
- Contains – finds all records that include the value anywhere in the field;
- Equals – shows exact matches only;
- Ends With – filters results that end with the entered value.
After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.
Pagination
At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive services lists efficiently.
Access to Service Details
To access the Service Details Screen simply click on the service name or the corresponding view icon.
This opens the Service Details Screen where users can review, edit and manage all information related to that service.