B2Core is a fully-featured CRM providing a complete set of customization and access control options.
The Back Office user interface is uniform across all pages, ensuring consistent look and feel and featuring a common set of basic options. This document describes how to shape the data displayed on a page, how to filter and sort this data and then export it to a file.
At the top of a typical Back Office page, you can find a top bar with the following elements:
the ☰ main menu button
Click it to expand or collapse the main menu.
the Calendar icon
Click it to see the events that were scheduled for admin users in the Event calendar. The number of upcoming events is displayed on a counter badge.
the Bell icon
Click it to see pending client requests. The number of new requests is displayed on a counter badge.
the Language icon
Click it to select another language.
the panel displaying the email address from your user profile
Click this panel to access the Log out button and Enable 2FA option.
To enable 2FA (two-factor authentication) for your user profile, click Enable 2FA, and then select a 2FA method:
Text Message (Email) — after entering your login and password, enter a verification code sent to your email address.
TOTP (time-based one-time passwords) — after entering your login and password, enter a code generated by a 2FA app, such as Google Authenticator. After selecting this method, follow the displayed instructions to set up 2FA with Google Authenticator.
The following buttons can be found on most Back Office pages.
Above a table:
— the Create button used to add a new entry
— the Export button used to export table data to a CSV file
In a table header:
— the Search button used to apply custom filters
— the Reset button used to reset custom filters
In a table row:
— the Edit button used to drill down the data and access details
— the Delete button used to delete an entry
Page elements may serve as hyperlinks which can be clicked to drill down to details. Access to this data is maintained based on the permissions assigned to a particular user group.
Throughout the Back Office, the data is typically organized in tables. Table data can be sorted and filtered.
The columns by which you can sort data are marked with up and down arrows displayed in column headers (no arrows are displayed when sorting is not available). You can click these arrows to sort data in an ascending or descending order, by a single column at a time
Along with a sorting order, you can specify multiple criteria for filtering column data.
When filtering is available, the appropriate input fields are displayed in column headers. The inputs vary depending on a data format, such as text, number, date, time or list.
To facilitate filtering by date, two fields for the start and end dates may be displayed so that you can define a time period.
To enable or disable filters, click the Search and Reset buttons.
You can display table data across multiple pages and specify how many records to display on a page.
To open the previous or next page, click the left or right arrow.
To choose the data fields to include in a table, click Visibility Settings and mark or unmark the columns you want to display or hide. Once applied, the new visibility settings become effective for all Back Office users (visibility of specific fields depends on the access permissions granted to particular users).
The data on most of the Back Office pages can be exported to a CSV or XLSX file.
To do this, click the Export button, choose a file format, and then select whether to download the data to your computer or deliver it to an email address from your profile.
The data in a resulting file matches both the current visibility settings and the applied sorting and filtering criteria.