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Company Detail Tree View

Copper Contributor
Posts: 17
Country: United States

Company Detail Tree View

When viewing the company detail screen, the tree view (on the left hand side of the detail form) contains a list of all companies. This makes navigating companies from company detail very tedious.

 

The tree view is organized into one group "All Companies" that the user can expand. Is there a way to add more categories to the tree view? Or is there a way to modify the tree view to contain grouped listings of companies? My hope is to organize the companies in the tree view by customized categories that could be expanded using nodes or something similar. Thanks!

Nickel Contributor
Posts: 241
Country: United States

Re: Company Detail Tree View

You could create a company to function as a header and then create divisions of that company for the businesses you'd like to fall under that heirarchy.
Copper Contributor
Posts: 17
Country: United States

Re: Company Detail Tree View

Thanks for your reply. Yeah, I had thought of that too. I was/am just hoping there was another way to change the view.