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Companies

 
 
The Companies module is used to have a centralize directory of organizations that can be used at a later time for different purposes (e.g. to create contracts, campaigns, or work orders). There could be many different types of companies to deal with such as content providers, advertisers, advertising agencies, etc. Each company can have different related contracts and contacts.
 
To access to the Companies, just click on   in the top main menu.
 
 
 
 
Companies
 
1

Search by text

1. Search by text
Start typing a text and click Enter. The system will show you the results matching with your query
 
2

Filter Options

2. Filter Options
 
Click the drop down menu to display the filtering options. Select your filters and click on the "Search" button.
 
 
Click to clear the value and remove the filter.
 
3

Sort by field

3. Sort by field
You can click on any of the available fields in the columns, to order the results, ascending  or descending
 
Each user can also change the position of each column just using drag & drop.
 
4

Select / Unselect All

4. Select / Unselect All
Click on this checkbox to select or unselect all the elements of the list. When selected, the trash icon to delete all  will be enabled.
 
 
5

Select / Unselect

5. Select / Unselect
To select or unselect individual elements, click each checkbox. When some element is selected, the trash icon to delete them will be enabled.
 
6

Edit Company

6. Edit Company
 
To edit an existing company:
 
  • Mouse over on the element and click the   icon;
 
 
 
  • or just one click on the selected row.
 
This will open the  metadata form, to edit all the available metadata fields:
 
 
 
 
To cancel the edit, click "Cancel". To save the changes and keep in the edit form, click "Save". To save the changes and go back to the previous list, click "Save & Go Back".
 
For more information, go to How to edit companies
 
7

Delete Company

 
7. Delete Company
 
To delete a company:
 
  • Mouse over the element, and click on the icon
 
  • Select or multi-select them using the checkboxes and click on the top trash icon
 
 
 
This action will show the following dialog:
 
 
 
Click to delete the selected users, or to cancel the operation.
 
 
 
If the element you want to delete has dependences , it won't be deleted and the system will show you a list of existing dependences
 
 
 
8

Create new company

 
8. Create new company
 
Click on this button to create a new company.
 
This will open the metadata form, where you must introduce (at least) the mandatory fields.
 
 
 
 
You can modify the metadata form by adding your custom fields. For more information, go to How to add, modify or delete metadata fields
 
To cancel the operation, click "Cancel". To save the changes and keep in the creation form, click "Save". To save the changes and go back to the previous list, click "Save & Go Back".
 
For more information, go to How to edit companies
 
9

Breadcrumb

9. Breadcrumb
 
It shows the current page's location within a hierarchy of content to browse history and to provide the navigation tool.
 
10

Rows per page

10. Rows per page
Click on the drop down item to select the numbers of rows per page between the available options:
 
 
11

Next / Previous Page

11. Next / Previous Page
Click to go to the previous page or to go to the next page
 
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