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Comment: Published by Scroll Versions from this space and version 2021.3

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Users can reference the Departmental Hierarchy to more easily identify and visualize different business concerns while serving as an important tool regarding issues of seniority and responsibility. Departmental Hierarchy entries can be defined throughout the application as 'Owners' of products and services and as a way to organize and group employees and customers.\

Note: if a Department has multiple Primary Phone Numbers and/or Emails on the Phone Number and Emails tabs, the Department will appear multiple times in the Department Hierarchy grid. The application does not allow multiple Primary Phone Numbers/Emails, so this should never occur unless there was a preexisting data issue.  To correct, open the desired Primary Phone Number/Email and save the record, the application will make all other Phone Numbers/Emails non-primary.

Adding a New Departmental Hierarchy Level
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Navigate to the Departmental Hierarchy Grid. Main > People > Departmental Hierarchy

Click the AddImage Removed AddImage Added button located immediately above the Departmental Hierarchy Grid.

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Users can create Child Departmental Hierarchy levels via the Departmental Hierarchy displayed to the left of the Grid. Right-click on the Departmental Hierarchy level intended to be the Parent of the new record and select 'New Item' from the menu. Alternatively, Users can highlight the intended Parent Department Hierarchy level and press the AddImage Removed AddImage Added button located on the Grid Toolbar above the Grid.

Once all required fields have been satisfied, click the Save NewImage RemovedSave NewImage Added button at the bottom of the form. The new level appears on the original Departmental Hierarchy Grid as well as the Tree located immediately to its left.

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