The Relations screen is a commonly used dashboard where you can search and manage relation data. In this screen, you can apply filters, add or remove columns, and use 'batch operations' to quickly execute tasks on multiple records at once.
Filtering in the relations overview
At the top of the Relations screen, you can search for relations based on specific relation data, such as name, VAT number, phone number, etc. This is helpful for quickly finding specific relations. You can also add standard filters to narrow down your search results.
If the standard filters don't meet your needs, you can use the 'More filters' button to add additional filters. These filters will remain visible and active within your overview.
Personalizing the relations overview
Using the 'Change columns' button, you can decide which information will be displayed in the list view.
Displaying the VAT/Enterprise number
If you choose to add the VAT/Enterprise numbers, the following details will be displayed:
- If a valid VAT number was entered: the VAT number will be shown
- If a VAT number is pending & the enterprise number is entered: the enterprise number will be shown
- If no VAT number was entered & the enterprise number was entered: the enterprise number will be shown
Tip: Expanding the overview
If you're displaying a lot of columns at once, you can hide 'Recently opened relations' to widen the view for your list.
Batch operations in the Relations screen
With batch operations, you can easily perform tasks on multiple selected relations at the same time. These are especially useful when automating repetitive tasks across multiple relations. You can efficiently execute actions like task scheduling, invoice scheduling, or sending emails.
Selecting relations
To perform an action on multiple relations, you first need to select the desired relations. You can do this by checking the boxes to the left of each listed relation. You want to select every relation in the current list? Use the checkbox at the top of the list.
Once you've selected relations, the 'Batch operations' button in the upper right will become active. You can then execute various actions simultaneously.
Available batch operation in the Relations screen
The following batch operations are available in the Relations screen:
- Add/Remove task Scheduling
- Create Task
- Update Field
- Edit assistant
- New registration
- Set invoice schedule
- Add assignment
- Send e-mail
- Add / remove teams
- Add / remove tags
- Generate documents
- Search on the Peppol network
The next section provides step-by-step instructions for some of the most commonly used batch operations.
Commonly used batch operations: step-by-step
Add/remove task schedule
- Click on 'Batch operations' and select 'Add/remove task schedule'
- Choose a task template and schedule in the pop-up, or remove the existing task schedule
- Click 'OK' to apply changes
Create task
- Select 'Create task' in the 'Batch operations' menu
- Fill out the task details, such as the deadline and assistant
- Click 'OK' to add the task to the selected relations
Update field
- From the 'Batch operations' menu, select 'Update field'
- Choose the field you want to change, such as Language, and enter the new value
- Click 'OK' to save the changes
Edit assistant
- Click 'Edit assistant' in the 'Batch operations' menu
- Select the assistant to modify (such as associate, responsible, or backup)
Optionally, check the box to apply these changes to any existing tasks the person is assigned to. - Click 'OK' to implement the changes
New registration
- Choose 'New registration' from the 'batch operations' menu
- Enter the registrations details (e.g., time entry), which will be distributed evenly to all selected relations
- Confirm the entry by clicking 'OK'
Set invoice schedule
- Select 'Set invoice schedule' in the 'batch operations' menu
- Configure an invoicing schedule, including the amount and frequency for the selected relations
- Click 'OK' to apply the schedule
Generate documents
- Choose 'Generate Documents' from the 'Batch operations' menu
- Select a document template for the relations. If relations have different language settings, AdminPulse will prompt you to provide separate templates for each language
- Click 'OK' to generate the documents
Search on the Peppol network
- In the 'Batch operations' menu, select 'Search on the Peppol network'
AdminPulse will retrieve information for the chosen relations from Peppol - Click 'OK' to begin the search
Background processing & monitoring status
Some batch operations, like modifying fields or generating documents, may take several minutes to complete. AdminPulse automatically processes these tasks in the background. Once you click OK, you will receive a confirmation that the process started.
You can track the status and progress of batch actions via the status button in your menu bar. This will display a clear overview of which actions have been initiated and are being processed. Click on the info icon at the end of each line for more details on individual tasks.