Looking up company records > Looking up records from the Company tree
Expand all textCollapse all textCollapse all textCollapse all text
 
Looking up records from the Company tree
 
Conditions that affect how company names and IDs display
How missing booking and CRM Type assignments affect the Company tree
How parent/child relationships affect 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
Looking up a specific profile
 
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.
Back to top
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.
Back to top