Viewing Organization

To view the information about an organization, you should press with the left button of your mouse on the name of the organization in the list. By default, the tab visited previously will be opened for viewing.

The "#" sign and a unique identifier (CID, identifier with checksum) are displayed to the right of the name of an organization located in the upper part of each tab listed below. It is a permanent link to organization. This link can be copied via the context menu and inserted to your messages.

Using the button you can prepare for printing the information about organization. Once you press it, the information will be opened in the preview mode. Further you can print it using the standard function of browser.

Overview

This tab contains the cumulative information about an organization. The organization name and the date of adding the organization to TeamWox (at the right corner) are displayed at the top of the tab. The other information is listed below. You can find the history (comments) of the organization in the bottom of the tab. To view a comment, you should click with your mouse on its subject. The author of the comment and the date when it was published are shown in the corresponding columns. If there are any contacts and/or messages from the organization, the corresponding information is shown on this tab, as well.

There is also a possibility to add contacts and records to the history of an organization in this tab. To do it you should press the button located in the heading of the corresponding box.

Edit

This tab is intended for editing the information about an organization. However, the user must have sufficient access rights to do it. The access rights can be granted by the administrator of your TeamWox system. This tab contains the same fields as described in the Adding and Editing an Organization section. If you want, you can edit any field. To save the changes, you should press the "Update" button. To cancel the editing of information, you should press "Cancel". You will be passed to the previously visited tab as soon as you press "Cancel".

History

The information about the history of your relationships with the organization is displayed here. This history is compiled from comments made by employees of your company that work or used to work with this organization. You can add here your own comment, as well. To do that, you should press the "New comment" button located in two places of the tab: on the right side above the list of comments and below the list of comments. The window of the message editor will open as soon as you press this button. Once the text of the comment has been created, you should press the "Add" button. If you want to cancel commenting without saving, you should press the "Cancel" button. The # sign is displayed to the right of the date of adding comments. It is a permanent link to them. This link can be copied via the context menu and inserted to your messages.

If a history message contains attached files, you can copy them to the "Documents" module by pressing the button that appears to the right of the attached file name when you put the mouse cursor over it. This function is available if you have access to the "Documents" module.

Messages to the history of the organization can be added from the "Home" page, from the tooltips with brief information on organization links, and from the organization overview page. In order to add messages this way you should press the "Note" button. The following window will appear as soon as you do it:

In the upper field choose an organization using the button. The list containing all available organizations will appear as soon as you press it; instructions on how to use it are given in the corresponding section. In the message editor below you should enter the text to be added to history. In order to save the message you should press the "Add" button or the "Ctrl+Enter" key combination.

Report

At this tab, a user can view a number of reports on the selected organization. The description of reports is given in a separate section.

Documents

This tab contains the list of documents and folders that were bound to the organization while adding or editing them.

Here you can also quickly add a document to the selected organization. To do it you should press the "Add document" button located at the top part of the tab.

E-Mail

All the incoming and outgoing mails specially or automatically assigned to an organization are displayed here:

Contacts

The specific contact persons of the organization are shown on this tab. To add a new contact person, you should press the "New contact" button located in the upper part of the tab. You will be passed to the window of adding a new contact of the "Contacts" module as soon as you press it:

This window contains the columns chosen in the "Contacts" module while viewing the contact list. Therefore, the changes made while viewing the contact list in the "Contacts" module will automatically affect this window, too.

Accounting

This tab is only visible to users that have access to the "Accounting" module. The information about financial operations related to the chosen organization is displayed here. The description of this tab is given at the "Integration with Organizations Module" section of the help to the "Accounting" module.

Chat

If there are dialogs assigned to this organization in the "Chat" module, they should be listed on this tab:

The window of viewing the dialog opens if you press on the name of the dialog.

MetaTrader 4

This tab represents the information about the trades performed by the client in the MetaTrader 4 system. The represented information is the same as displayed while viewing the client in the "MetaTrader 4" module.

Service Desk

This tab displays a list of requests bound to the selected organization.

While switching between the tabs described above, there are always three navigation buttons available:

• Back to list — this button returns you to the list of organizations.
• Next — this button switches you to the next organization in the list.
• Prev — this button switches you to the previous organization in the list.