Company groups
Creating company groups and assigning companies to them. The company group field of filter panels and content access are built on them.
A company group brings related companies together, for example a parent company and its subsidiaries. On filter panels you choose the group first and then one of its companies.
Creating a group
- Open Company Groups and click the blue + button at the top right.
- Enter Company Group Name in every language and, if needed, Sort Order.
- Click Save.
Assigning companies
- Open the group with the blue edit icon.
- In the company block type the beginning of a company name or tax number into Search a company by name or tax number… (at most 15 matches).
- Choose the company: it is assigned to the group at once. Remove takes it out of the group.
A company belongs to one group at a time; assigning it moves it out of its previous group.
Deletion
A group can only be deleted when it has no companies. Otherwise the system shows how many companies belong to it.
Example
Assign Sample Ltd. and Sample Property Ltd. to the group "Sample group". After choosing "Sample group" in the invoice list filter, the invoices of both companies appear together.