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Packages: Premium, Enterprise
User Roles: Admin, Manager, Full User, Viewer
If you click on "Parts" in the main menu on the left-hand side, you will be taken to the parts overview. This consists of various areas or contains various functions, the explanation of which you will find below.
Screenshot of the parts overview. You can read the explanation of the numbered areas below.
1. Private and general views
If you click on the title of the currently selected view (in this case "All Parts"), the dropdown opens in which you can select further private or general views and/or activate them as the default view.
2. Display mode of the parts list
The parts list is displayed as a table.
3. Add parts
If you click on the "+ Add" button in the top right-hand corner, you have the option of creating new parts. We have described the process in a separate article, which you can read here.
4. Search, sort and filter parts
The integrated full-text search allows you to search the list of your parts (mails, notes) and to sort and filter the list according to selected data points. Whether and how many filters are active is indicated by the blue circle with a number in the top right-hand corner of the "Filter" button (shown in the screenshot below).
You also have the option of changing the displayed columns and their order by clicking on the three-dot menu:
5. List of parts
You will find the list of parts in this area according to the active sorting direction, filters and search terms.