Difference between revisions of "Company Relationship"
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Revision as of 12:04, 6 June 2016
This feature allows users to enable associations between companies.
Contents
Enabling Company Relationships
- Go to Global Settings - Branch & Organization Settings.
- Check the box adjacent to the Company Relationship - Enable company relationship tab for companies option
- Click Save
Permissioning Company Relationships
Configuring Company Relationships
- Access Company Profile in Edit mode.
- Scroll down to the section called Related Companies.
- Type text into the Ajax Lookup field or click on the Lookup button to search for and select a Company, then click Add.
- Select the category that the selected company should be related to the current company.
- Click the Add button in the Related Companies section.
- The company should now appear under the Related Companies tab with the selected category.
Deleting Company Relationships
- Access Company Profile in Edit mode.
- Scroll down to the section called Related Companies.
- Check the box adjacent to the company relationship you wish to end.
- Click the Remove button.
- The company should no longer appear under the Related Companies tab.
