Looking up records from the Company tree
The Company tree allows you to:
• Determine the terminal and CSR with which companies are associated.
• View parent/child relationships.
• Access the profile for a particular company.
• See a list of a terminal's companies in grid format.
What do you want to see?
Understanding the structure of the Company tree
Each primary node on the Company tree corresponds to a CRM Type. Companies are listed below the CRM Type to which they have been assigned. Each company's ID is shown in parentheses to the right of the company's name.
Looking up a specific profile
When you click on a company in the Company tree, the Company tab comes to the forefront and it displays the company's profile.
