Manage Existing
Company
Overview:
Manage Existing company allows you to manage companies
that are added to in HelpSTAR. Selecting this button will allow users with
the Administrator Privilege to add, update or de-activate a
company.
1. Ribbon Toolbar:
Create
- New Company: Create a New Company to be added to
the HelpSTAR system.
Manage
- Update: Update existing Company profile information.
See Company
Properties for more information.
- De-Activate: De-Activate a Company. Note:
This will not delete the company; it will remove the Company from views/search
results. To delete the company, see Re-Activate a Company.
- Print: Print the Company Listing/Search Result Listing
Properties
- Company Properties: View Company Properties (i.e.
Company address, phone number, listing of HelpSTAR users in the company,
etc.).
History
- Company History: View a history of requests
submitted by the selected company during the date range that you specify.
Manage Search
- Set Current Search Filter as Default: By default, name is the
selected filter used to search for a HelpSTAR object. By selecting this
option, you can choose another filter as your default for future searches.
- Restore Default Search Filter: Set the search filter to the
system default (name).
- Customize Search Display Properties: Select the company
properties to be viewed when performing a search.
- Restore System Search Display Properties: Set the company
properties to the system default.
2. Define Criteria:
- Define search criteria to obtain a listing of companies which
you wish to find. Search by Name, Telephone, Fax, Street 1, Street 2,
City, State, Code, Country or Memo
3. Company Listing/Search Result Listing:
When this windows is first opened, a list will be populated with all
companies that currently exist in HelpSTAR. However, you can enter in
search criteria to narrow down the listing to companies you wish to view.
Each company listed will display the company name, telephone (if entered) and
fax number (if entered). At the bottom left hand corner, a count of how
many companies have been listed is displayed.
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top
See Also:
Adding a New
Company
Company
Request History
Company
Contact History
Re-Activate a
Company
Company
Properties