The Companies list is used to keep information about all organizations your company conducts business with. You can assign a company class representing type if the activity, dependencies, or kind of relationships with your company.
To manage the Companies list, navigate to the User Administration → Companies or to the Organization → Companies menu.
The company record contains the following fields:
Field | Description |
|---|---|
| Name | Company name. |
| CEO | Name of the Chief Executive Officer. |
| Class | Represents a type of activity or relationship: None, Internal, Customer, Vendor, Manufacturer, Service Provider, Service Partner. You can choose one of the possible values from the drop-down list. |
| Parent company | Name of the parent company if it is needed to be signed. |
| Location | Choose one of the possible values from the Locations list. |
The Related List at the bottom of the record form includes the following tabs below:
- Branch - all company's branches;
- Section - all company's sections;
- Department - all company's departments;
- Unit - all companys' units.
You can submit the company structure with the Branchs, Sections, Departments and, Units list, which comprises all the company divisions and allows assigning users to them.
The organization structure of a Company has the following gradation: Organization → Branch → Section → Department → Unit.
Branches
To manage the Branch records, go to the Organization → Branches menu.
Field | Description |
|---|---|
| Name | A department name. |
| Type | A type of a company's division. |
| Company | Assign a company from the list. |
| Branch head | Assign a person in charge from the Users list. |
| Location | Assign a location from the list. |
| City | Enter the name of the city where this Branch is located. |
| Street | Enter the name of the street of a Branch location. |
| State/Province | Define a State or Province name of a Branch location. |
| Zip/Postal Code | Define a Zip or Postal Code of a Branch. |
| Phone | Enter a Branch phone contact number. |
| Notes | Enter the information notes. |
Sections
To manage the Section records, go to the Organization → Sections menu.
The Section record contains all the same fields as the Branch record and the field of the parent Branch name.
Departments
To manage the Departments records, go to the Organization → Departments menu.
The Department record contains all the same fields as the Branch record and the fields of the parent Branch and Section names.
Units
To manage the Unit records, go to the Organization → Units menu.
The Unit record contains all the same fields as the Branch record and the fields of the parent Branch, Section, and Department names.
Locations
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If some of your company branches or departments are located in various areas, you may use the Locations list to specify a location to a required company or a department.
An administrator can assign a location filling the form fields with an address data (Country, City, etc.), specifying the geographic coordinates and designating a contact person from the Users list.