Company
| Title | Widget | Widget Description |
| Company |
|
Available:
|
General
Functions in the title bar
| Icon | Explanation |
| + | Allows the creation of new companies Only possible if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". |
Edit / Creation page
Fields
1. Role
- Hidden if no Code table entries are available.
- The first is selected if available.
- Code table: Opportunities Partner role
2. Customer
- No input field, only displays the Customer number if one is assigned
- If no Customer is selected, the fields can be edited. Otherwise, they are read-only and filled automatically.
3. Name 1
4. Name 2
5. Name 3
6. Street
7. Postal code
8. Location
9. Country
10. Contact (Dropdown)
- If no Customer is selected, an input field is shown instead.
Action buttons
| Name | Function | Visibility |
| Save | Saves the company | Immediately when a Customer is created or edited |
| Assign customer | When a Customer is created and no reference exists yet | |
| Unlink customer reference | Unlinks the company reference | When a Customer is edited |
Grid
| Click | Swipe | Views |
| Company |
|
|
Column definition
| Name | Visible | Sort | Full Text | Explanation |
| Role | Visible | COL - Partner role (Opportunities | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | |||
| Customer | VisibleOnlyLandscape | Yes | ||
| Street | VisibleOnlyLandscape | Yes | ||
| Postal code | VisibleOnlyLandscape | Yes | ||
| Location | Visible | Yes | ||
| Country | Hidden | |||
| Contact | VisibleOnlyLandscape | Yes | The selected contact |
FAQ
Release