What does this section cover?

Navigating to Units Module

Follow the steps below In order to Navigate to Units

1. Login using your username and password
2. Navigate to Foundation Application > Network Management
3. Click on Manage Units
4. The Units summary screen is displayed!
   
   

Searching for existing Units

The first step in searching for Units is to define the criteria for your new search. You can define your search criteria in two different ways:

• Basic search 
• Advanced search.

Basic Search

You can find an existing Units through the Units summary screen by specifying at least one of the following criteria:

• Name  (Single Retrieval) 
• Number  (Single Retrieval)            
• Classification  (Multiple Result Retrieval)  
• Alternative code (Single Retrieval)                
• Description (Multiple Result Retrieval)          
• Contact Information (Multiple Result Retrieval)
• Community (Multiple Result Retrieval)
  

Click on Find to retrieve the results based on the search field you completed.

You may search within the results modifying the above fields and then click on Find

Advanced Search

Additional criteria can be found in the advanced search by clicking on the arrow next to the Find button. Those criteria include the following:

• User  (Multiple Result Retrieval)

• Created by User (Multiple Result Retrieval)

• Created by Unit  (Multiple Result Retrieval)           

• Created On - Date Range  (Multiple Result Retrieval)

• Updated by User  (Multiple Result Retrieval)

• Updated by Unit (Multiple Result Retrieval)

• Updated on  (Multiple Result Retrieval)

Click on Find to retrieve the results based on the search field you completed.

You may search within the results modifying the above fields and then click on Find

Setting your own criteria

Not enough criteria for your business needs? That's not a problem. You can select your own criteria through a rich list of available criteria, designed to meet any industry's need. You will find those criteria in the Available Filters & Advanced Filters section of the Summary Page Settings, in four simple steps:

1. Click on the Preferences button in the Summary Page
2. Go to Filters or Advanced Filters section
3. Select the criteria that should be available on you summary page
4. Click Save

Going through the search results

Taking a glimpse

After each search, you will come across with the most important Unit information, which becomes available to you with just a quick look at the results.

• Number
• Name
• Classification
• Alternative Code
• Description
• Contact Information
• Community
• Units
• User

Digging for more

Soon after taking a glimpse at the result, you will probably need to look for more information. Well, CRM.COM Software is designed for that!

You could further use the expand section at the end for even more information such as:

• Created by User
• Created by Unit
• Created On
• Updated by User
• Updated by Unit
• Updated On

Making your search results more meaningful

Are the search results too basic for your business needs? It is up to you to make them more meaningful and up to CRM.COM to provide you the tools to do so. You can add more information to your test results through the summary page setting, through the Summary Page Settings, following four simple steps:

1. Click on the Summary Page Settings
2. Go to the Summary Fields sections
3. Select the fields that should be visible in your search results by adding from Available Columns to Summary
4. Click Save
   

Viewing a Units

Having a first look

Getting down to details

Soon after having a first look, you will probably need to pull your sleeves up and get down to details. CRM.COM Software is designed to provide the ability to view as much information as possible within the same screen, but in the same way making it easy for you to navigate through them and quickly get to the information that you are looking for. This is achieved by navigating through the various semantic sections provided by the data entry screen. Those sections include the following:

• Main Information:
  • Name: The name of the unit
  • Number: An auto generated number which uniquely identifies the unit
  • Classification: A classification of the unit which can either be internal or external
  • Alternative code: The alternative code of the unit
  • Description: A description of the unit
  • Contact Information: The contact details for that unit . It can be a company or a person
  • Group: The group for that unit
  • Community:The community for that unit
  • Assign Unit Automatically Based on Covered Geographical Areas: Defines whether the specific unit should be automatically assigned for assignable entities

• Covered Geographical Areas: A section that defines the geographical areas
  • Area
  • District
  • Town/City
    
• Sub-Units: A section that displays all the sub-units that belong the unit. The section includes the following fields:
  • No.
  • Name
  • Group
  • Path
  • Description

• Users: A section that displays all the users that belong the group. The section includes the following fields:
  • Person Name
  • Username

Check also our Customize Summary Pages for more information on how to customize your screens!