Results 1 to 2 of 2

Thread: Companies (Accounts) with multiple offices

  1. #1
    CBREGolf is offline Sugar Community Member
    Join Date
    Sep 2009
    Posts
    45

    Question Companies (Accounts) with multiple offices

    What do you think is the best way to handle large companies with multiple office locations? Would each office be entered as its own account record? Or is there a better way of doing it?

  2. #2
    roxtec's Avatar
    roxtec is offline Sugar Community Member
    Join Date
    Jul 2007
    Location
    Hamburg Germany
    Posts
    122

    Default Re: Companies (Accounts) with multiple offices

    Hi,

    we had the same problem. What í have done is that we added a new field as a second line of an account name for the division or long Account names.

    Then you can use the member of field to connect the different offices. Great tool is an org chart where you can see the organisation in a picture with links to all members and contacts. For contacts it works with the reports to field to connect people in a department.

    I will attach some pictures then you can see.

    The org chart module you can get from

    Genius4U Limited

    Neuer Wall 50, D-20354 Hamburg

    Tel: +49 (0) 40 822 186 432 | Fax: +49 (0) 40 492 19118 | Mobile: +49 (0) 176 2216 1559 | Mail: m.hoffmann@genius4u.de | Web: http://www.genius4u.de | Skype: mdmally69

    Handelsregister: Tostedt HRB 200848, Geschäftsführer: Malcolm Hoffmann

    If you have any questions send me a mail

    BR
    Attached Images Attached Images     
    --
    Best regards

    Matthias Brück
    IT Manager, CRM Specialist IT Dep.
    Roxtec Int. AB
    +49 1724392462
    matthias.brueck@de.roxtec.com

    http://www.roxtec.com

    WE SEAL YOUR WORLD

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. 1 install multiple companies
    By sgilleland in forum General Discussion
    Replies: 6
    Last Post: 2009-10-18, 03:35 PM
  2. Multiple Companies Kinda
    By kblackwell in forum General Discussion
    Replies: 2
    Last Post: 2009-03-06, 07:08 PM
  3. CRM for Offices in Multiple Countries
    By nick.p.doyle in forum General Discussion
    Replies: 7
    Last Post: 2008-01-25, 05:10 PM
  4. Multiple Companies
    By leonegron in forum General Discussion
    Replies: 1
    Last Post: 2007-06-07, 05:04 PM
  5. Multiple Companies
    By RedesVivas in forum General Discussion
    Replies: 0
    Last Post: 2005-09-23, 04:19 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •