Firm Example - Employees Hub
You can associate firm records with employee records.
Example
If you open the employee record for Evan Plumb and add Columbia University to the Firms grid on the Firms & Contacts tab of the Employees form:
- Columbia University and related firm information displays in the Firms grid on the Firms & Contacts tab of Evan Plumb's employee record.
- Evan Plumb and related employee information displays in the Out Team grid on the Out Team tab of Columbia University's firm record.
If you open the employee record for Evan Plumb and remove Columbia University from the Firms grid:
- Columbia University and related firm information no longer displays in the Firms grid on the Firms & Contacts tab of Evan Plumb's employee record.
- Evan Plumb and related employee information no longer displays in the Out Team grid on the Out Team tab of Columbia University's firm record.