Sponsors Search & Management

The Sponsors Search page provides comprehensive management capabilities for sponsor accounts in the system. This interface allows administrators to search, filter, view, edit, and manage sponsor records with advanced sorting and bulk operations. The page displays sponsors in a searchable data table with various filtering options and action controls.

Quick Start

To find sponsors quickly: Use the search box to enter sponsor names, usernames, or IDs. Use the alphabetical filter buttons (A-Z) to narrow results by first letter. Apply status filters to show only active, inactive, or deleted sponsors. Click column headers to sort results. Use bulk actions to delete or restore multiple sponsors at once.


Toolbar Functions

The toolbar provides essential navigation and action controls for sponsor management:

Button Function Description
Add Create New Sponsor Opens the sponsor creation form to add a new sponsor account to the system
Back Navigate Back Returns to the previous page in the browser history
Close Close Page Closes the current page or returns to the control panel if in a frame
ð??? Refresh Page Reloads the current page to refresh the sponsor list
Search Execute Search Searches sponsors by name, username, or ID using the text entered in the search box
Show All Clear Filters Removes all search filters and displays all active sponsors
UnDelete Show Deleted Switches view to show only soft-deleted sponsors for restoration

Search and Filtering Options

The search box supports searching across multiple sponsor fields:

  • Sponsor Name: Partial matches on sponsor business names
  • Email Username: Searches login usernames and email addresses
  • ID Number: Direct lookup by sponsor ID number

Alphabetical Filter

The alphabetical filter bar provides quick access to sponsors by first letter:

  • ALL: Shows all sponsors regardless of name
  • 0-9: Shows sponsors with names starting with numbers
  • A-Z: Individual letter filters for quick browsing

Status Filter

The status dropdown allows filtering by sponsor status:

  • All: Shows sponsors with any status
  • Active: Shows only currently active sponsors
  • Inactive: Shows only deactivated sponsors
  • Additional custom status options as defined in the system

Data Table Columns

The sponsors table displays the following information for each record:

Column Description Sortable
Checkbox Selection checkbox for bulk operations (delete/restore) No
Sponsor Business name of the sponsor organization (clickable link to sponsor details) Yes
Login Email username used for sponsor login (clickable mailto link) Yes
Category Business category or classification of the sponsor Yes
Actions Quick action buttons for common operations No
Status Icon Visual indicator of sponsor activation status (active/inactive/deleted) No
ID Unique numerical identifier for the sponsor record Yes

Row Action Buttons

Each sponsor row contains action buttons for common operations:

Action Appearance Function Permission Required
Edit Edit Opens the sponsor record for editing Standard access
Delete Delete Soft-deletes the sponsor record (sets Is_Active=2) Standard access
View View Opens sponsor details in a popup window View permission or Admin
LoginAs LoginAs Logs into the sponsor portal as this sponsor Super_User permission or Admin
Copy to User » user Copies sponsor data to create a user account Super_User permission or Admin

Status Indicators

The status icon column provides visual feedback on sponsor account status:

Icon Status Action Available
â?? Green Check Active sponsor account Click to deactivate
â?? Gray Dash Inactive sponsor account Click to activate
â?? Red X Soft-deleted sponsor No direct action (use UnDelete mode)

Bulk Operations

The page supports bulk operations for managing multiple sponsors simultaneously:

Bulk Delete Process

  1. Select sponsors using the individual checkboxes or the "Check All" checkbox in the header
  2. Click the Delete Selected button
  3. Confirm the deletion in the popup dialog
  4. Selected sponsors will be soft-deleted (Is_Active set to 2)

Bulk Restore Process

  1. Click the UnDelete button to switch to deleted sponsors view
  2. Select deleted sponsors using checkboxes
  3. Click the Un-Delete Selected button
  4. Confirm the restoration in the popup dialog
  5. Selected sponsors will be restored to active status

Important Note

The "Check All" functionality works across all paginated pages in the DataTable. When you check "Select All," it will select sponsors on all pages, not just the currently visible page. This is especially important when performing bulk operations on large datasets.


DataTable Features

Pagination

The sponsors table supports flexible pagination:

  • Default: 25 records per page
  • Options: 25, 50, 100, or All records
  • Navigation: Previous/Next buttons and direct page number links

Column Sorting

Click any sortable column header to sort the data:

  • First click: Ascending order
  • Second click: Descending order
  • Visual indicators: Arrow icons show current sort direction
  • Default sort: ID column in descending order (newest first)

State Persistence

The DataTable remembers your preferences:

  • Current page number
  • Records per page setting
  • Sort column and direction
  • Search terms (if any)

Permissions and Security

Access Requirements

Access to the Sponsors Search page requires:

  • Administrator Status: Client ID must equal 1 (primary admin)
  • Users Permission: Must have "Users" permission in the sponsor permissions list
  • Authentication: Valid logged-in session

Permission-Based Features

Feature Required Permission Fallback
View Sponsor Details "View" permission or Admin ID Button not displayed
LoginAs Function "Super_User" permission or Admin ID Button not displayed
Copy to User "Super_User" permission or Admin ID Button not displayed

Workgroup Filtering

For non-administrator users, the system applies workgroup-based filtering:

  • Users see only sponsors they have created or are assigned to
  • Workgroup members can see sponsors created by other workgroup members
  • Administrators see all sponsors regardless of workgroup assignments

Common Search Workflows

Finding a Specific Sponsor

  1. Enter the sponsor name, email, or ID in the search box
  2. Press Enter or click the Search button
  3. Review the filtered results
  4. Click the sponsor name to view details or use action buttons

Browsing by Category

  1. Use the alphabetical filter to narrow by first letter
  2. Click the Category column header to sort by business category
  3. Use the status dropdown to filter by sponsor status
  4. Review the organized results

Managing Inactive Sponsors

  1. Select "inactive" or appropriate status from the status dropdown
  2. Review the list of inactive sponsors
  3. Click the status icon to activate individual sponsors
  4. Or use bulk selection to activate multiple sponsors

Cleaning Up Deleted Sponsors

  1. Click the UnDelete button
  2. Review the list of soft-deleted sponsors
  3. Select sponsors to restore using checkboxes
  4. Click Un-Delete Selected to restore them
  5. Or leave them deleted if cleanup was intentional

Technical Features

Soft Delete System

The page implements a soft delete system for data safety:

  • Is_Active = 1: Active sponsors (normal display)
  • Is_Active = 2: Soft-deleted sponsors (hidden by default)
  • Is_Active = NULL/0: Inactive sponsors (displayed but marked inactive)

Search Optimization

The search functionality is optimized for performance:

  • Uses parameterized queries to prevent SQL injection
  • Implements client-side state management for search persistence
  • Applies post-filtering for soft-delete status to maintain query efficiency
  • Supports wildcard matching with LIKE operators

Responsive Design

The interface adapts to different screen sizes:

  • Bootstrap-based responsive layout
  • Collapsible toolbar elements on smaller screens
  • DataTable responsive features for mobile viewing
  • Optimized button sizes and spacing


Summary

The Sponsors Search page provides comprehensive sponsor management with advanced search, filtering, and bulk operation capabilities. Use the search box and filters to quickly locate sponsors, apply the alphabetical filter for browsing, and utilize bulk operations for efficient management of multiple records. The soft delete system ensures data safety while the permission system maintains security. The responsive DataTable interface provides excellent usability across all devices with persistent state management and flexible display options.