Modifying the table
All tables within Splynx are customizable to view content you prefer and in the order you prefer to see it.
Click on the
You can select customers via checkboxes and make mass changes to them (change status, location, partner, category, billing type etc.), send messages or apply the discount to the selected customers.
In addition, by clicking on the export icon
These actions can be applied to all tables in all modules of Splynx.
The function button to print, copy or export a table to files in different formats (Excel, CSV, PDF) is enabled only for admin accounts with such roles: super-administrator
, administrator
, manager
and financial-manager
by default, for other accounts with customer-creator
, engineer
, technician
roles in Splynx, this feature is disabled.
The visibility of Table export
permission:
If the Table export
permission is enabled, the button
More information about the settings of Splynx accounts, permissions and roles you can find in these guides: Admins and permissions , Roles .