Using Quick Filters in the relations of a group, the views can be displayed in a structured way. Of course, the view can only be resolved or expanded from the top down, i.e., from the parent company to the subordinate subsidiaries and from these in turn to their subsidiaries.
Structured views at contacts
Note: Of course, selecting the Corporate group view in a subsidiary without sub-subsidiaries doesn’t yield any other results than selecting the Company view.
Attention: The Quick Filter in the View field is always at the top right in the subtabs. Please note this in particular if the respective assignment button in the list is inactive. Then, in the Quick filter, the Corporate group view is possibly switched on.
The View Quick Filter is available in the following tabs:
Staff member
Company: Shows the staff members directly assigned to the company.
Corporate group: Extends the view of all staff members assigned to the whole group. Staff members cannot be selected!
Activities
Company: Shows the activities directly assigned to the company.
Corporate group: Extends the view of the activities assigned to the whole group.
History: Extends the view also to the activities of the original company or companies, e.g., after a company operates under a new name.
Documents
See Documents and Briefcases, Document view of contacts, cases and attachments
Sales
Company: Shows the cases directly assigned to the company.
Corporate group: Extends the view on the cases assigned to the total group.
Corporate group as a customer: Shows the cases that involve the group as a customer.
Companies and persons: Points to the cases assigned to the companies of the group and at the same time the cases assigned to the staff members of these companies.
Corporate group and persons: Extends the view on the cases assigned to the total group and at the same time to the cases assigned to all staff members of the group.
History: Extends the view also to the activities of the original company or companies, e.g., after a company operates under a new name.
Sales/products and services
View like above.
Period: Limits the view on products/services of the customer by the selected period of the business years (Current ..., last ..., next ..., all business years).
Marketing
Company: Shows the procedures directly assigned to the company.
Corporate group: Extends the view on the procedures assigned to the total group.
Companies and persons: Points to the procedures assigned to the companies of the group and at the same time to the procedures assigned to the staff members of these companies.
Corporate group and persons: Extends the view on the procedures assigned to the total group and at the same time to the procedures assigned to all staff members of the group.
History: Extends the view also to the marketing actions of the original company or companies, e.g., after a company operates under a new name.
Service
Companies: Shows the cases directly assigned to the company.
Corporate group: Extends the view on the cases assigned to the total group.
Companies and persons: Points to the cases assigned to the companies of the group and at the same time to the cases assigned to the staff members of these companies.
Corporate group and persons: Extends the view on the cases assigned to the total group and at the same time to the cases assigned to all staff members of the group.
History: Extends the view also to the activities of the original company or companies, e.g., after a company operates under a new name.