Differences
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ug2-12a [2014/03/17 13:19] – barbara | ug2-12a [2022/07/05 15:48] (current) – Meena Brock | ||
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The Contact Tree allows for one Contact to be linked to **multiple** Company records, without being duplicated. It links through the Company Group. | The Contact Tree allows for one Contact to be linked to **multiple** Company records, without being duplicated. It links through the Company Group. | ||
- | Set up - Company Group Tree view needs to be switched on (general settings, switchable views 590). See also [[ug2-12|Company Groups]]. | + | From Company Group: |
- | Once you have added the relevant Company into the Group structure, you can add contacts from one company within the group to another, creating a concurrent employment for that person. Click on the Contact and drag and drop them to the other other company line. | + | Open the Contact Tree for the relevant contact. |
+ | Go to the Group view and drag and drop the contact name onto the company you wish to add the employment to. | ||
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+ | The cursor will change on the company, and when dropped will open a dialogue to confirm you wish to create the employment at that company and edit their details if they are different from this employment. | ||
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+ | If Group Tree is switched on - (general settings, switchable views 590). See also [[ug2-12|Company Groups]]. | ||
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+ | Once you have added the relevant Company into the Group structure, you can add contacts from one company within the group to another, creating a concurrent employment for that person. Click on the Contact and drag and drop them to the other other company line. | ||
The cursor will change on the company, and when dropped will open a dialogue to confirm you wish to create the employment at that company and edit their details if they are different from this employment. | The cursor will change on the company, and when dropped will open a dialogue to confirm you wish to create the employment at that company and edit their details if they are different from this employment. | ||
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Using the PROCESS button takes the records into the relevant selector view – companies, contacts, candidates, vacancies, or contact events. | Using the PROCESS button takes the records into the relevant selector view – companies, contacts, candidates, vacancies, or contact events. | ||
+ | Back to [[ug2-00|Companies. How to...]] |