Looking up company records > Looking up records from the Company List tab
Expand all textCollapse all textCollapse all textCollapse all text
 
Looking up records from the Company List tab
Click on the terminal in either the Booking tree or the Company tree. Then select the Company List tab.
The Company List tab displays the company records for the terminal you selected. All columns are read-only.
Field definitions
Name
Company name.
CRM Type
Category that identifies the company's current status in the sales cycle.
Last Comp Activity
Last date/time that the company's profile was updated.
A
If the check box is selected, the company has an Active status, which means that it is eligible for use in the system.
B
If the check box is selected, the company is flagged as a Bill To.
P
If the check box is selected, the company is flagged as a parent.
S
If the check box is selected, the company is flagged as a shipper.
C
If the check box is selected, the company is flagged as a consignee.
Booking Terminal
Booking terminal selected in the company's Booking field.
Parent
The company is a child (sub company) of a parent company. This field displays the parent's name.