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Office TabIf your customer is a company, in the Offices tab you can detail its multiple offices and their staff by constructing a data tree which includes each office and individual customer of that company as separate branches. Once the data tree is complete, you can review the organisation of that company as well as quickly and easily access the profiles of the offices and individual customers simply by clicking on their names in the data tree.

Here you can also create new customers to be included in the data tree.

Offices
Offices

The branches of a company and their staff.

To go to the profile of an office or individual customer, click on the name.

Offices List
Offices List

The Offices List records the offices and/or individual customers of the item selected in the data tree. For example, if the office "Big Company - Another Office" is selected from the data tree, its subordinate individual customers are displayed in the Offices List:

Offices List Items

To edit subordinate offices or individual customers, click Edit Icon.

Head Office

The main office the subordinate customer directly reports to. For example, if the individual customer "Big Company Employee 2" is selected from the data tree, "Big Company - Another Office" is listed for Head Office because that individual customer works directly for that office and not "Big Company", which is atop the data tree.

Offices List - New Head Office

    • To change the head office of a subordinate customer, first select the customer and click select. A window with the Browse page appears. Select the new head office. The data tree of the new head office appears in Offices panel.
    • To remove a subordinate customer from a head office, first select the customer and click Unlink. The customer is now associated with no offices.
Add New

Click to add a new subordinate customer to the selected customer. For example, if the office "Big Company - Another Office" is selected, Add New is clicked and the customer Big Company Employee 3 is created, "Big Company Employee 3" appears in the data tree as a subordinate customer of Big Company - Another Office.

Offices List - New Customer

When you click on this button, you are taken to the Create - Customer page. For a description of the page, click here: Customer Create.

RefreshClick to update the entities in the selected customer's Offices List.
View Menu

Click to configure what and how information will be displayed in the Offices List.

When you click Create New view, a new window appears. For a description of the window, click here: View Editor?!.

EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.
Create Quote

Click to create an estimate for a project of this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Quote Create

Create Project

Click to create a project for this customer.

When you click on this button, you are taken to a new page. For a description of the page, click here: Project Create.