04-02-2008 04:55 AM
04-05-2008 03:18 PM
05-19-2017 07:53 AM
Because of this answer, I've instructed many of my customers to create a contact record called "company ui" for useful information. I then tell them to put anything that would apply to the company as a whole there, such as documents.
05-19-2017 09:30 AM
Good question, but if I’m working in the contact detailed screen, the wait to bring up the company detail is considerably longer than just pressing F8 and selecting the “UI” contact.
By now, it has also become a habit.
I use the “UI” concept for a lot of other reasons. For example, I sell product to customers and frequently work with the manufacturer. Under the company “UI” is a list of the mfgr contacts in the reference tab. On another “UI” called “Topic Cross Reference” such as storage vendors, I use the mfgr “UI” in the reference tab here too.
Hope it makes sense, but if not then cue it up to a DEU. (Yep you'll have to ask what that means)