Operations CRM - View Orders Under a Company

1. Navigate to the "CRM" section

   To see orders that have been places under a company, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Search for a company

   Search for a company. You can enter the company code or name in the "Search..." field to search.

   

4. Click on the more details icon

   Click on the more details icon to view company details.

   

5. Click "More"

   Click "More" to view other tabs.

   

6. Click "Orders"

   Then, click the "Orders" tab.

   

7. Company Orders tab

   All orders under the "Orders" tab for this company can be viewed here.