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Documentation:UserManual/The Modules/CRM/Actions/CRMActionHierarchy

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[edit] The company structure

The use of the company structure enables to manage the various contacts within the same company, and to manage hierarchy the same company. Special attention must be paid to fill the same Category field for each and every subsidiary of the parent company.

Image:archi2.png


Once the partner data has been filled, click on the "Extra Info" tab to select the "Main company". The hierarchy can be checked in the "Hierarchy of the company" window.

Image:archi3.png


[edit] The screen

Image:archi.png


Documentation: UserManual
← Segmentation of Partners Company structure Sending SMS →
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