Use this page to define the names of companies that people in your organization work for (consulting companies, temp agencies, major company divisions, etc.)
To add a new company, select the ADD A NEW RECORD button. When adding a new company, enter the Company information and select the INSERT button to save the information.
To export this list of companies to an Excel spreadsheet, click the EXPORT TO EXCEL button.
To limit the list of items shown in this list, apply a filter. Select a column to filter on from the FILTER FOR drop-down list. Then enter a value for that column in the box next to the "=" sign. The asterisk (*) wildcard character is allowed. The asterisk means that 0 or more characters are allowed in that position. For example, to list all of your customers that have the word "consulting" in their name, you would enter: *consulting*.
If the page you are using allows you to filter by "Active" status, you may enter values such as True, Yes, Y, False, No, or N.
To modify or delete an existing company, click the SELECT area to the left of the name of the desired company.
To sort this list, click on the header label of the column you want to sort by. This sorts the column in ascending order. Clicking that same column a second time will sort the column in descending order. |