কনজ্যুমার প্রোফাইল সেটআপ

বড় করুন

The "Consumer Profile Setup" module within "Consumer & Account Information" enables administrators to manage and maintain consumer accounts within the system. This module provides functionalities for searching, viewing, adding, editing, deleting, and exporting consumer-specific data.

This section allows users to efficiently locate existing consumer profiles based on specific criteria.

• Consumer Name: Enter the full or partial consumer name to filter search results.
• Reset: Activate this button to clear all applied search filters, thereby displaying all available consumer profiles in the "Search Results" table.
• Search: Activate this button to apply the specified search filters and populate the "Search Results" table with corresponding results.

The "Search Results" table presents a comprehensive overview of all consumer profiles registered in the system.

The table provides the following columns for each consumer entry:

Filter and Pagination

• Filter Text Box: Enter keywords into the "Filter..." text box located above the table. The table will dynamically filter rows to display only entries that contain the entered text.
• Pagination Controls: Located at the bottom-right of the table, these controls (e.g., "1," "2," "Next," "Previous") allow navigation through multiple pages of results if the list is extensive. A dropdown menu enables users to select the number of rows displayed per page (e.g., "10," "25," "50"). The display also indicates "X of Y row(s) selected," showing the current count of selected rows out of the total.

• Actions

Row-Specific Actions Each consumer entry within the "Search Results" table includes actionable icons under the "Actions" column:

• View/Details Icon (Eye icon): Select this icon to display the complete details of a specific consumer profile in a read-only format.
• Edit Icon (Pencil icon): Select this icon to modify the attributes of an existing consumer profile. This action will typically open a form allowing data input.
• Delete Icon (Trash Can icon): Select this icon to remove a consumer profile from the system. Caution is advised: This action is irreversible. A confirmation prompt will usually appear before deletion. Global Actions Located in the upper-right quadrant of the screen, these buttons perform actions applicable to the entire module or selected entries.

• Add New +: Select this button to initiate the addition of a new consumer profile to the system. Upon selection, a new form or modal window will appear, prompting the input of detailed information for the new consumer. Complete all required fields as per system guidelines.

The data presented within the "Search Results" table can be exported into various common formats for reporting or external use:

• Excel: Select the "Excel" button to download the current list of consumers in Microsoft Excel format (.xlsx).
• PDF: Select the "PDF" button to generate and download a PDF document of the displayed list.

• Columns Button: Selecting this button will reveal a dropdown menu, allowing users to select or deselect specific columns for display within the "Search Results" table. This feature enables tailoring the table view to specific preferences or reporting requirements by showing or hiding unnecessary columns.