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Company

Title Widget Widget Description
Company

 

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  1. Number of companies in this list

Available:

  • Opportunities

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
  1. Display
    Only if there is a Number in the Customer master data.
    The Customer details page is displayed
  2. Delete
  1. Table
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