The e-manageONE Data Structure
- Stephanie Pepper (e-manage|ONE)
All CRM, Project and Service Data (and all children of these types of data) starts with a company location. Below, find a screenshot of the "Company Explorer" which illustrates a company with multiple locations, contacts, projects, service records and more. To access the “Company Explorer” you can simply right click on the location or if within the Company Record you can select from the “Actions” menu.
Using the company explorer you can drill down into the company locations, see the contacts, projects, service records, help desk, assets and documents associated with each of the company locations individually.
Below is a simple breakdown of the structure of e-manage and as you can see it all starts with a Company Location and drills down from there.
