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.
10.6 Production Release. Updated 1/19/2006 1:19:32 PM
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