Explore Company
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
The Explore Company action menu item pops up a window with a “tree” view of the currently opened company's locations and all of the related top level record types associated with each location.
In the last section we told you that locations are grouped together by Company Name. This is where you can see that grouping in action. The top of the tree is the company name (yellow folder) and underneath it is every location that has the same company name. Under each location is the contacts, projects, service agreements, serviceable items, service tickets, help desk incidents, and Assets Issued. Each of these top level record types will also have any documents associated with them that you can drill down into by using the "+" sign (or in Windows 7 or above it may be an arrow pointing to the right).
From this tree, you can double click (or right click on items to open them up or go to a specific window). The right click menu is context sensitive, so the menu will change depending on the type of record you are clicking on.