Headquarters stores the Name, Code, and Contact information of the organization's headquarters.
The main part of the page is the list of headquarters. The list can be sorted by any column both ascending and descending by clicking on the desired sort Column's title. The list has other properties that can be altered: the columns can be hidden or displayed, the order of the columns can be changed, and the list of headquarters can be filtered by some criteria. (Click here to see the description of these properties.)
To hide/show columns:
- Click on the Properties button.
- In the Columns list select or unselect the column you want to show or hide.
- Click on the OK button.
To reorder the columns:
- Click on the Properties button.
- In the Columns list select the column you want to move up or down.
- Click on the Move up button to move the column up, or on the Move down button to move the column down.
- Repeat steps 2 and 3 to reorder the other columns as desired.
- Click on the OK button.
To filter the list:
- Click on the Filter button (Filter Conditions panel will appear.)
- In the Filter Conditions panel enter or select the criteria by which you want to filter.
- Click on the Refresh button.
Filtering the list will display only those entries that correspond to the entered or selected criteria. If no headquarters correspond to criteria, then no record will be displayed in the table. To view all the headquarters, or to start over, click on the Reset button.
To hide the Filter Conditions panel, click again on the Filter button.
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- If you don't remember the whole Code or Name of the headquarters, you can search for a single letter found anywhere in the Code or Name.
- You can simultaneously filter by more than one criteria.
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To add new headquarters:
- Click on the Add button. (A new page opens - Add Headquarters.)
- Enter the data into corresponding text boxes (Code, Name, Address 1, Address 2, City, State/Province, Zip/Postal Code, Phone, Fax, Web Site, E-Mail, Contact Person, Employer Identification Code).
- Click on the OK button.
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Code and Name are unique and mandatory values. Before entering these values, make sure that there is no other headquarters with the same Code or Name. |
To edit the data of headquarters:
- In the Headquarters table select the headquarters you want to edit.
- Click on the Edit button. (A new page opens - Edit Headquarters.)
- Edit the data you want.
- Click on the OK button.
To delete a headquarters:
- In the Headquarters table select the headquarters you want to delete.
- Click on the Delete button.
Note: |
Headquarters that include at least one, employee or user can't be deleted. |
To make headquarters active/inactive:
- In the Headquarters table select the headquarters you want to make active/inactive.
- Click on the Edit button. (A new page opens - Edit Headquarters.)
- Select Active check box to make the headquarters active, or deselect to make inactive.
- Click on the OK button.
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To see inactive headquarters, make sure that the Show Inactives check box in the Filter Conditions box is selected. |
To generate a report of the organization's headquarters, click on the Report button.
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