CompanyGroup Company Groups

Company group can be used as an umbrella or a mother company for a group of companies. On the company group view general information for a group of related customers can be handled. Those can be contacts, contact persons or information about the headquarter.

Create the new company group

The user can create the new company group from the main side menu ‘create new’ – ‘new company group’.

On the new company group card the obligatory fields are marked with *. After saving the information the new company’s group card opens.

After saving the information the company group is visible in:

  • in the main side menu under ‘company groups’
  • in the selection in the main side menu

Company group in menu

The view shows the list of all the company groups related to the user.

On the top the user can sort and filter by the city and by the name.

sortFilter

On the left-hand side there is the name of the company group, the city where the company group is located and the type set on the company group.

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On the right-hand side there are action symbols

PhoneIcon Call – the user can call the company direct (mobile option) or via Skype (PC option)

EMailIcon E-mail – the user is navigated to the company group email address

WebpageIcon Web - the user is navigated to the company’s group web page

Company group card

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The header shows all the editable information from the company group card. In the bottom left-hand side corner there is the date and the name of the person who created/updated the company group as well as creating/updating date. The user can edit and change the information freely by using the ‘edit’ button.

Action bar

actionBarCompanyGroup

TagsIcon Tag – Expands section for editing company group tags

InsertIcon Insert – Shortcut to upload files to the company group card

WebpageIcon Web - Opens web address for the related web page

addResponsible Add responsible – the user can relate the responsible to the company group

MoreButtonIcon More – Expands section for more actions

  • New - the user has the possibility to create the new: contact, appointment, task, call, e-mail, case and deal which will be related to the company group
  • Relate - the user has the possibility to relate the existing: company, contact, private person, deal and case

Tab bar

TabCompanyGroupNew

In the tabs the user can access and edit company related information.

Company – the user sees the list of all the companies related to the company group. The list contains functionality to call, find the company on the google maps, view the company’s website or view the company on Allabolag. It is also possible to delete the relation between the company and the company group.

Contacts – the user sees the list of all the contacts related to the company group. Contact can be related as a Main contact or Contact. The list contains functionality to call or email contact person as well as the possibility to Inactivate/Activate or Delete the contact (if the user inactivates the contact, the field turns into grey). The ‘Inactivate function’ sets the relation to inactive but do not delete or hide the related contact. The Delete function deletes the relation between the company group and the contact.

Private persons – the user sees the list of all the private persons related to the company group. The list contains functionality to call or email private person as well as the possibility to delete the relation between the private person and the company group.

Activities – the user sees the list of all the activities related to the company group, both done and not done.

Deals – the user sees the list of all the deals related to the company group. The deal status is on the right-hand side next to the delete function. It is possible to delete the relation between the deal and the company group.

Cases – the user sees the list of all the cases related to the company group. The case status is on the right-hand side next to the delete function. The user can delete the relation between the case and the company.

Document – the user sees the list of all the documents related to the company group. The user has the possibility to remove the document from the list.

Forms – the tab shows all the available form templates published on the object. To start a new form from a template, click on it. The list shows both ongoing (can be opened to continue) and finished forms (can only be previewed). The PDF icon enables to download the form (in PDF format). The bin icon enables to delete a form. The envelop icon enables the user to send a form with an e-mail (sent as PDF attachment).

See also

in order to delete the company group the user has to have feature Delete