Description
Learn how to manage companies in aiFind and what options are available in the user interface.
Entry Point
Almost anywhere in aiFind, you can click on a company’s name to open its profile.
Step by Step
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In most tiles, you will find an edit icon (pencil) in the top right corner. Use it to edit and update the corresponding section.
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Your changes are saved when you click “Save” in the bottom right corner.
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Before saving, you can delete records by clicking the menu icon (three dots) in the top right and selecting “Delete.”
You can only delete records if you have the required permissions. If you don’t, please contact your administrator or supervisor.
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In Statistics, you can create a contact person (manager) for the company by clicking the green plus icon.
Parent–Child Relationships
In edit mode, you can also assign your company (child) to another company (parent).
Background Information
aiFind supports a single-level hierarchy to keep things simple, especially as your database grows.
This means you can assign a company as a child to a parent, but you cannot create multi-level company trees.