Create Parent and Child Offices (Multi-Level Company Hierarchy)

Prior to the enhancement, in AviontéBOLD all customer records work as a single-level hierarchy. We have created support for Multi-Level customer records, in the form of parent-child relationships.

The original BOLD hierarchy was flat. This feature enables multiple "child" offices to be created underneath a "parent" office. These allow you to define your departmental structure in detail up to five levels deep.

 

Create a Parent Office/Branch

Create a Parent Office/Branch

Log in and navigate to Companies.

  1. Search for and select the company you wish to work with.
  2. Select the Contacts tab. The office layout for the company displays.
  3. Click the Add New Office button. The Create a New Office flyout appears, with a "Parent Office" dropdown list at the top.



  4. If "No Parent" is chosen, the new office will be a parent.
    For example, if you wanted to set up a new structure for Retail stores, you would create a Retail parent office, then create new individual retail stores (locations) under that parent office.
  5. Fill out the rest of the form, and Submit it. The new office will be created as a parent.

 

Create a Child Office/Branch

Create a Child Office/Branch

  1. Search for and select the company you wish to work with.
  2. Select the Contacts tab. The office layout for the company displays.
  3. Click the Add New Office button. The Create a New Office flyout appears, with a "Parent Office" dropdown list at the top.
  4. Set a parent office.


  5. Fill out the rest of the form, and Submit it. The new office will be created under the parent that you specified.

     

 

Move or Delete Offices/Branches

Moving Offices

Moving Offices

The user wants to change or delete the "Stocking Office."

  1. Clicking Edit Office for Stocking brings up a flyout on the right-hand side.
  2. Here the user can click the Parent Office drop-down list to choose a different parent and Submit.
  3. The Office will be moved to its' new parent.

 

Deleting Offices

Deleting Offices

  1. Alternatively, the user can Delete Office. Note that an Office needs to have Contacts associated with it before it can be deleted.
  2. After selecting Delete Office, a confirmation screen appears:
  3. The user must select an option for the contacts, either to archive them, or to transfer them to a different office.
  4. Click Delete Office.
    1. Another confirmation screen appears.
  5. Click Delete to confirm.

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.