Differences

This shows you the differences between two versions of the page.

--- ug2-12 [2014/03/17 12:58] – barbara
+++ ug2-12 [2017/12/01 16:35] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-==== Use of Groups ====
+====== Company Groups ======
-**Refers to:**\\
-client form -> group tab\\
-\\
-You use this to link this company to other companies that are grouped with this one, e.g. parent companies and those that share the same invoice address.
-\\ \\
-To add a parent, click on the **Select Parent** button, then select the company from the database. If the company is not listed you can click on the **Add** button and add the details to the database.
-\\ \\
-To add a subsidiary company, click on the **Add Subsidiary** button, then select the company from the database. If the company is not listed you can click on the **Add** button and add the details to the database.
-\\ \\
-You can click on the **Expand** button to view any existing connections for the highlighted company.
-If the company subsequently becomes independent or is bought by another company, click on the **Detach from Parent** button to remove the link to a parent company.
-\\
-\\ See also [UG2-12a|Contact Trees]]
+Companies can be grouped together so that hierarchies and branches can be visibly linked - this is done in the Group view.  The group may be used for reporting, and also for withholding candidates from an entire group (done from Person, History View see also [[ug1-12|Person History]]).
+The group view shows the name of the opened record in blue text.
+You can add a Parent or Subsidiary by name search and select or add new.
+The other records are shown in black, in a tree to display the hierarchy.
+The Expand button will open the selected record.
+In a subsidiary record, the Group Head will now appear above the company name on the record to show that it is in a group.
+In the Group view a button to detach from the parent is visible.
+Reports can be altered to add a Company Group level.
+There is a report to detail what groups exist.
+Search criteria can be added to find Group Heads.
+==== Group Tree ====
+From version 2.2.9.18 onwards the Group can be changed to a Group Tree which adds visibility and accessibility
+of all Contacts and Vacancies for the whole  Group in one place. (General Settings)
+  * Double clicking on a Company line will open the record.
+  * Double clicking on a Contact in the open (blue line) record will select the Contact top right.
+  * Double clicking on a Contact in another section will open that record with the Contact selected.
+  * Double clicking on a Vacancy will open the vacancy.
+A Contact that works in multiple locations can be easily added to another company – without creating a new Contact record - by dragging onto another company line.  See also [[UG2-12a|Contact Trees]]
+====Enhancement to Withhold from Group to clarify which are not employments====
+**(2.3.5+)**\\
+If a company is in a group and the Withhold button, on the History view, is used there is an option to Withhold from Group. If this is accepted the group companies are listed in the employment with the job title ‘For Withhold from Group’.\\
+{{ :2-3-5-b.png |}}
+\\ Back to [[UG2-00|Companies. How to...]]
 \\ Back to [[1_online_user_guide]]
-\\ back to [[UG2-00]]