Distinguish and search for one or more companies more easily. Use a category to indicate whether a company is a customer or a prospect, or perhaps a supplier, to which region or industry it belongs, etc. Use a category group and the corresponding categories.
Company category group: main category, which can be further subdivided via company categories.
category/characteristic of a company.
Category group, that's how you do it.:
|1.||In the function group 'Category', click on the function 'Company category group' and the search screen will open.|
|2.||Click on the button 'New'.|
|3.||Insert the name and click 'Save & Back'.|
|4.||Repeat steps 2 and 3 to create a new category group.|
Category, that's how you do it:
|1.||Click in function group 'Category' on the function 'Company category'. The search screen opens.|
|2.||Click on the 'New' button.|
|3.||Fill in the name.|
|4.||Click on the magnifying glass and select the category group with the left mouse in the pop-up window 'Company category group'.|
If the category group does not yet exist, close the pop-up window and create a new category group using the plus button.
|5.||Click on 'Save & Back'.|
|6.||Repeat steps 2 to 5 to create a new category.|
Please note: an inactive category that has been added to a company will not be removed from the company file and is still visible there.
Assigning categories to a company, that's how you do it:
|1.||Find the company, and open the details screen by clicking on the name in the search screen.|
|2.||You arrive on the tab 'General', click on the button 'Edit'.|
|3.||Scroll down and click on the magnifying glass to the right of the categories box.|
A pop-up window with the different choices will appear.
|4.||Select one or more categories from the screen.|
|5.||Click on the 'Add' button to add the selected categories.|
|6.||Vergeet na het toevoegen of verwijderen niet om op de 'Opslaan' of 'Opslaan & Terug' knop te klikken om de wijzigingen te bewaren.|
|If you want to link companies, you can use a business category.|
Example: Coachview has several branches in the Netherlands and Belgium. You provide training for these different branches and you want a single list of employees for all branches who followed a training course in 2016. Carry out the following steps.