Company and branch table presentation

From the company tab you can create, view and access the different companies and branches created.

The Company tab is divided into 3 sections:

• The top section, where the “Non-managed companies” and “Add a company” buttons are found
• The indicators (total number of companies, average seniority, number of new companies, latest transactions)
• The companies and branches table

Once your companies and branches have been created, you can find them in the company table.

In this article, you will learn how to manage your companies and branches table.

The table is divided into 2 parts:

• The table’s header 
• The list of companies and branches, with possible actions

The table’s header

The “Options” button

From the “Options” button, you will be able to customize the display of your table, filter it, and even save multiple custom views. Add filters based on the fields that exist in your portal (both default fields and custom fields). Add as many filters as you want.

Choose which columns you want to see displayed on the table. 

The name, legal form, creation date, country and currency columns are visible by default. You can delete or add as many columns as you wish, changing the displayed order by drag and dropping them.

Click on the “Manage fields to display” field and search for the name of the column to add. Click on the cross to remove a selected column.

The “Select columns for search” field allows you to manually narrow or broaden the focus of the “Quick search” bar, by handpicking the columns where the search will be performed. 

If you need to search an information in a specific column, click on the select columns for search bar and choose which columns you want to into. Once selected, when using the search bar, the tool will look into the columns selected.

Once you are satisfied with the display, do not hesitate to save it. . To do this, click on “Save view”. You will be able to assign a title to your view, set it as the default view for your table, and even share it with your colleagues by setting it as public. Click on “Confirm” to save the view, and choose to notify the users or teams that may be concerned by this table layout.

You can reset your filters and options at any time by clicking on the “Reset all” button at the top of the “Options” window. This will restore the table to its default state.

The “Views” button 

With this button, you will be able to find all your saved views and the views shared by other users.

The “My views” section will allow you to quickly recall all your saved views. You will also be able to edit or delete any of them.

The “Public views” section will allow you to select views created by other users that have chosen to share them by making them public. Click on the one you wish to use, and your table layout will change accordingly.

To go back to the default view, select Basic.

The “Export” button

This button will allow you to export your companies list. This feature will generate an Excel file with the same layout and data as the table displayed on the platform. 

Narrow or broaden the scope of the table to personalize the exported information. Click on Options to show or hide columns.

The “Generate profile” button 

This feature will allow you to generate a document containing the selected companies' information.

Select the companies you want to generate a profile of, click on “Generate profile” and choose the information to include in the resulting document.

You can use the “Consultation date” field to get a snapshot of the selected companies at a specific past date. Provided the company data has been historized correctly, this feature can provide you with an easy way to reliably reconstruct your companies' evolution.

You can select the format in which you wish to receive the document: PDF, doc or DOCX.

You can choose what information to showcase in the document:

• Shareholding
• Holdings
• Delegations
• Mandates
• Owned mandates 
• Representations

Tick or untick the boxes, and once your selection is made, click on “Confirm”.

Please note that in case of a multiple selection, a ZIP folder containing one document per selected company will be downloaded.

The “Edit” button

The “Edit” button will allow you to edit standard and custom fields for the selected companies in bulk.

Select the companies you wish to edit.
Note that, if you click on edit without selecting any company, the changes will be applied on every company in the list.

When editing, enter the new information in the fields of your choice and click on “Confirm”.

Please note that, once confirmed, the changes made using this feature cannot be reversed.

The Company and Branch list

Every company or branch you create is added to this table.

From here, multiple actions are possible for each company. Find these actions on the right of every company or branch in the list.

Let’s look at the icons from right to left:

See organizational chart

Click on this icon to access the company’s organizational chart, from where you can see the different companies and branches linked to it.

Edit company

Click on this icon to access the company’s modification form.

From this page, you will be able to change the selected company’s information such as name and legal form, but also how the company is to be managed. You can also add a logo or edit the extra information.

If you hover your cursor on the 3 small dots, more actions will become visible:

Delete 

Click on this icon to delete the company from the list. Note that this action cannot be reversed.

Set end date

Click on this icon to set an end date for the company. 

Select the end date and use the “Transaction type” field to specify the reason leading to the end of the company. 

Add comments if needed.

Once the end date is passed, the company will be moved to the “Non-managed companies” section. You can find this section in the top-right corner of the page. 

You can move a company from the “Non-managed companies” section, back to the “Managed companies”, by simply changing or removing its end date.

Company tracking

Click on this icon to access a complete log of all the actions performed on the company.

This page contains all the information related to the actions that have been taken on the company, including the date, time and names of the users that performed them

A date filter is available in the “Options” menu to help you search for an action on a specific date or period of time.

With the date filter, create and save views to use at a later date.

You can use the “Export” button to generate an Excel file containing this data. 

Capital

Access the company’s capital information. You will be redirected to the “Shareholding” section, where all the information related to the capital is stored.