The company's overview and sections

Easily centralize and tailor your company’s or individual's key information within the Overview. 

As an administrator, you can design custom sections and categories to streamline data organization, empowering your teams with faster access, greater clarity, and improved productivity.

Find in this article:

• Overview presentation
• Create sections
• The top bar buttons

Overview presentation

By default, two sections are already available,

• The Overview: Find default company or individual information such as administrative information, recent operations and graphs.
  
  
• The Extra information: Find all other fields and categories that exist. You can add as many categories needed to organize the information. The fields that are not linked to a category will be in the "Uncategorized" box.
  
  

You can create more sections to organize your data as you see fit. 

Create sections

From a company or individual 'Overview' page, access the main information from the 'Overview' tab and custom information from the 'Extra information' tab.

As an administrator, you can create sections from the 'Data customization' page to be added as a tab in the 'Overview' page based on the section's type (Company or Individual):

• Click on 'Add a section'
• Select the section's type: Company or Individual (The section will only be available for the selected type)
• Name the section and add translations

You can also add categories to the section. These categories with their related fields will be displayed when the section is activated.

Note that a category can only be added to one section at a time.

The created section will be automatically displayed with the related categories either in the Company's or the Individual's overview depending on the type. The sections created will be displayed in the same order they are available in the data customization tab. From the Data customization tab, it is possible to modify the order.

Note that if the category related to a section is composed of fields linked to the Companies and individuals only the fields linked to Companies will be displayed. The same goes for individuals.

You can also only add categories linked to a section.

The top bar buttons

Follow changes or notify other users regarding the company using our dedicated buttons.

1. Subscribe to the company: This button allows you to subscribe and unsubscribe from a company.
   When you are subscribed, you will receive email alerts for any transactions for this company (or branch).
2. Notify users: This button allows you to send ad hoc notifications by email to some or all of your users.
   • Select your recipients (click on select all to notify all users)
   • Click on Customize Subject and message or send out the the default template to the recipients
     
     

• Create a task: Add a task linked to the company. Complete the information and save, the task will be added to the overview
• Generate profile: This button allows you to generate a profile for this company or branch with the current data, the fields of your choice, and the option of PDF or Word format
• Activity tracking : Access historical view of all the views and updates of this entity (user’s name, date and time, action, device/browser used to connect). This button can be found on most of your screens.