More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any Company Name to go directly to its detail.
- Click New to create a new company.
- To change the owner of one or more records, select the records you want to change from the list view then click Change Owner.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
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Recent Choice |
Description |
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Recently Viewed |
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
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Recently Created |
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
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Recently Modified |
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
What is a Foundations Company?
The Company object is a core component of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it.
Foundations subscribes to company information that other FinancialForce applications publish and updates its companies based on this information. For example, when a company is created in FinancialForce Accounting, Accounting publishes that company and Foundations subscribes to it and creates the record in its company object. Similarly, when a company is updated in Accounting, that company is updated in Foundations.
You can also manually create company sites in Foundations to establish and maintain a hierarchy of sites that relate to a single company. You can reference a specific site from a billing document line item to identify the sender location for tax calculation purposes. For more information about company sites, see the related topics.
Permission to view, edit, and delete company and company site records is provided with the FDN Common Concepts - Company permission sets.