Difference between revisions of "Company Relationship"
From SmartWiki
(Created page with 'This feature allows users to enable associations between companies. ==Enabling Company Relationships== * Go to Global Settings - Branch & Organization Settings. * Check the box…') |
|||
| Line 9: | Line 9: | ||
* Click Save | * Click Save | ||
| + | |||
| + | |||
| + | ==Configuring Company Relationships== | ||
| + | |||
| + | * Access Company Profile in Edit mode. | ||
| + | * Scroll down to the section called Related Companies. | ||
| + | |||
| + | [[Image:RelatedCompanies.png]] | ||
| + | |||
| + | * Type text into the Ajax Lookup field or click on the Lookup button to search for and select a Company, then click Add. | ||
| + | |||
| + | [[Image:RelatedCompanies2.png]] | ||
| + | |||
| + | * Select the category that the selected company should be related to the current company. | ||
| + | |||
| + | [[Image:RelatedCompanies3.png]] | ||
| + | |||
| + | * Click the Add button in the Related Companies section. | ||
| + | * The company should now appear under the Related Companies tab with the selected category. | ||
| + | |||
| + | [[Image:RelatedCompanies4.png]] | ||
| + | |||
| + | |||
| + | ==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. | ||
| + | |||
| + | [[Image:RelatedCompanies6.png]] | ||
| + | |||
| + | * Click the Remove button. | ||
| + | * The company should no longer appear under the Related Companies tab. | ||
Revision as of 10:29, 2 October 2013
This feature allows users to enable associations between companies.
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
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.
