For administrators. Create and manage companies, and email patterns for automatically picking them. .
This document is for administrators. It describes how to create and manage Companies.
Companies are a special type of list used in Memos and Actions.
Some organisations prefer to use Organisation or Project Lists to provide a dropdown list of companies/contractors and this is fine.
However, there are a couple of advantages to using the specialised Companies list:
- You can use the Company filters in the Memo and Action registers.
- If you specify email patterns with each company, then the system will automatically infer Memo companies based on the recipient’s email address. This removes the need to specify the company separately.
The disadvantage to using the Companies list (compared to Organisation or Project Lists) is that currently users cannot add to the list on-the-fly.
Clicking Companies in the left-hand navigator (or in the Admin menu) brings up the Companies Register as shown below.
Clicking the Details button for a Company will show the information for that Company.
From here you can Edit the Company or return to the Companies Register.
The form used to Create or Edit a Company’s details is below.
Email Patterns are used to infer Memo companies based on the recipient email address. % is used as a wildcard, so in the above example, the system would recognise anyone that (for example) firstname.lastname@example.org and email@example.com both belonged to the “Applied Project Experience” company.