Operations CRM - View Cross References Under a Company

1. Navigate to the "Companies" screen

   To view and manage cross-references for a specific company, navigate to the "Companies" screen under the CRM section in the Operations Portal. In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit", and "dispatch". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

2. Search for the company

   In the "Search" field, enter a keyword that identifies your company in the search bar or use the column filters to refine your list.

   

3. Access your company’s details

   After locating the desired company, click the more details icon to access its details page.

   

4. Go to the "Cross References" tab

   From the "More" dropdown, click the "Cross References" tab.

   

5. Company's cross references are displayed

   Here on the "Cross References" tab, the company's existing cross references are displayed. Use this grid to update or add new information.