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Viewing Company Rosters

The Roster tab enables you to view a list of customer records associated with a particular company record.

Clicking the Roster tab lists the company that is specified in the current record's Company field and all member records that list that same company in their Company fields. The list is shown in a tree configuration, so that subsidiary companies and their associated members are kept as a unit in the list.

Special cases:

Double-clicking any of the listed items (either a company or a member) highlights that line and loads its record into the Customer Portfolio. The item remains highlighted in the roster until another record is loaded into the Customer Portfolio from the Roster tab or from another location.

Note: Your system administrator can specify the fields that are displayed in the Roster tab and can also specify the display name of the Roster tab.

Note: The Roster does not reflect changes you make to a record until you load a different roster and then reload the previous roster.

Note: The Roster tab, like all of the history tabs, is not active until a record has been loaded into the Customer Portfolio.

In This Section

Manage customers window - Roster tab

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Viewing Fund Raising Information

Managing Matching Plans Information

Managing Notification Information

Viewing Opportunity Information


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