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Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

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Copper Contributor
Posts: 46
Country: USA
Accepted Solution

Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

Management has been talking about cleaning up company list and assigning companies to where there would be 4 primary companies and the rest divisions, so trying to see if it's possible to have Company List (Detail View) open up automatically in expanded view so we don't have to hit the + sign each time to see all divisions.

 

Thank you in advance!

 

Brienne


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Solution
Accepted by topic author brienne
‎03-28-2017 10:20 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

Hi Brienne,

There isn't a preference to change this in the Detail View tree, however you can see all company divisions in the Company List View and selecting "Include Divisions" in the toolbar. This preference will be remembered.

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Solution
Accepted by topic author brienne
‎03-28-2017 10:20 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

Hi Brienne,

There isn't a preference to change this in the Detail View tree, however you can see all company divisions in the Company List View and selecting "Include Divisions" in the toolbar. This preference will be remembered.
Copper Contributor
Posts: 46
Country: USA

Re: Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

Thank you so much for the reply Gary and List View option!

JM
Nickel Contributor
Posts: 584
Country: USA

Re: Is it possible to have Company Detail View open up with divisions expanded by default? (Not having to hit plus + sign)

brienne,

I get what your saying having to click on + to expand a company's Sub Div. every time you close ACT and reopen it.  At least V17 and up it should stay expanded while jumping between Tables Detail or List views (Contact, Groups, Oppt. ect.).  The flip side always remember expanded means longer scrolling down the Detail Left side sector list if there are many Companies with many Sub Div.  

 

Suggestion In Company List view that you can't tell which are sub div. records.  Go to Options (insert column/fields) and after Company add "Has Divisions" and "Hierarchy Level".

 

JM