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The Companies list is used to keep information about all organizations your company conducts business with. You can assign a company class representing type of the activity, dependencies, or kind of relationships with your company.
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.
Companies
To manage the The Companies list , navigate to the User Administration → Companies or to the Organization → Companies menu.The company record contains the following fields:is used to keep information about all organizations your company conducts business with. You can assign a company class representing type of the activity, dependencies, or kind of relationships with your company.
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The company form field
Field | Description | ||
|---|---|---|---|
| Name | Company name. | CEO | Name of the Chief Executive Officer|
| Type | The field specifies the type of the organization structure item with one the following possible values:
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| Class | Represents This field represents a type of activity or relationship with one of the options below:
You can choose one of the possible values from the drop-down list. | ||
| CEO | Name of the Chief Executive Officer. | ||
| 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. | ||
| City | |||
| Street | |||
| State/Province | |||
| Zip/Postal Code | |||
| Phone | |||
| Notes | |||
| Related Lists | |||
| 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
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.
To create a new location, follow the steps below:
- Navigate to Organization → Locations.
- Click New and fill in the form.
- Click Save or Save and Exit to apply the changes.
The Location form fields
| Field | Description |
|---|---|
| Name | |
| Street | |
| City | |
| Zip / Postal Code | |
| Country | |
| Contact | |
| Phone | |
| Fax Phone | |
| Parent | |
| Latitude | Specify the geographical coordinate data of a location created. |
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