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ug2-12 [2014/03/17 13:21] – barbara | ug2-12 [2017/12/01 16:35] (current) – external edit 127.0.0.1 | ||
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- | ==== Use of Groups ==== | + | ====== Company |
- | **Refers to:**\\ | + | |
- | client form -> group tab\\ | + | Companies can be grouped together so that hierarchies and branches can be visibly linked |
- | \\ | + | |
- | 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. | + | The group view shows the name of the opened record in blue text. |
- | \\ \\ | + | |
- | To add a parent, click on the **Select Parent** button, then select | + | You can add a Parent or Subsidiary by name search and select or add new. |
- | \\ \\ | + | |
- | To add a subsidiary company, click on the **Add Subsidiary** button, then select the company from the database. If the company | + | The other records |
- | \\ \\ | + | |
- | You can click on the **Expand** button to view any existing connections for the highlighted company. | + | The Expand button will open the selected record. |
- | If the company subsequently becomes independent or is bought by another company, click on the **Detach from Parent** button to remove | + | |
- | \\ | + | In a subsidiary record, the Group Head will now appear above the company |
- | \\ See also [[UG2-12a|Contact Trees]] | + | |
- | \\ Back to [[1_online_user_guide]] | + | 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 | ||
+ | |||
+ | ==== Group Tree ==== | ||
+ | |||
+ | From version 2.2.9.18 onwards | ||
+ | of all Contacts and Vacancies for the whole Group in one place. (General Settings) | ||
+ | |||
+ | * Double clicking | ||
+ | | ||
+ | * Double clicking | ||
+ | | ||
+ | |||
+ | A Contact that works in multiple locations can be easily added to another company – without creating | ||
+ | |||
+ | ====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 | ||
+ | |||
+ | {{ : | ||
\\ Back to [[UG2-00|Companies. How to...]] | \\ Back to [[UG2-00|Companies. How to...]] | ||
+ | \\ Back to [[1_online_user_guide]] |