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Contact Company Group




Current Version: 1.0.0.0 as of Business Central 22.

Manual


Creation date: 2025/10/15
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXCCG&L=en


☰ Contents



General

  • App Contact Company Group
    With this app, it is possible to subdivide companies into company groups. With new filter options, the company structures thus become clearer...

Tasks

  • Working with the App

Pages

  • Business Manager Role Center
  • Contact Card
  • Contact List
  • Customer/Vendor Card
  • Interaction Log Entries
  • Segment Subform

Appendix

  • Release Notes

Docs  /  Solution  /  Contact Company Group  /  General
 General

With this app, it is possible to subdivide companies into company groups. With new filter options, the company structures thus become clearer.

Docs  /  Solution  /  Contact Company Group  /  Tasks
 Working with the App

  • Contact Card(5050)

    • New type to change the contact type to the new company group. New field to link a contact (company or person) to a company group. New action "Related Contacts" to view a list with all contacts in relation with the company group. New action "Interaction Log Entires" to view a list of all interaction log entries related to this document and company group.

  • Contacts (5052)

    • New field to relate a contact to a company group. New action "Related Contacts" to view a list with all contacts in relation with the company group. New action "Interaction Log Entires" to view a list of all interaction log entries related to this document and company group.

  • Customer Card (21)

    • New field to link a customer to a company group.

  • Vendor Card (26)

    • New Field to link a vendor to a company group.

  • Interaction Log Entries (5076)

    • New fields to relate a entrie to a company group.

  • Segment (5091)

    • New field in the lines to relate a segment line to a company group.

  • Business Manager Role Center (9022)

    • New action to open the contact list from the start page.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Page Business Manager Role Center (9022)

    The following has been added to this page:

    Actions
    ActionDescription
    Contact ListView Contact List.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Page Contact Card (5050)

    The following has been added to this page:

    Fields
    FieldDescription
    Company Group NameSpecifies the company group name.

    Actions
    ActionDescription
    Related ContactsView a list of all contacts related to this company group.
    Interaction Log EntriesView a list of interaction log entries related to this document and company group.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Page Contacts (5052)

    The following has been added to this page:

    Fields
    FieldDescription
    Company Group NameSpecifies the company group name.

    Actions
    ActionDescription
    Related ContactsView a list of all contacts related to this company group.
    Interaction Log EntriesView a list of interaction log entries related to this document and company group.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Pages Customer/Vendor Card (21/26)

    The following has been added to those pages:

    Fields
    FieldDescription
    Company GroupSpecifies the company group.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Page Interaction Log Entries (5076)

    The following has been added to this page:

    Fields
    FieldDescription
    Company GroupSpecifies the company group.
    Company Group NameSpecifies the company group name.

    Docs  /  Solution  /  Contact Company Group  /  Pages
     Page Segment Subform (5092)

    The following has been added to this page:

    Fields
    FieldDescription
    Company Group NameSpecifies the company group name.

    Docs  /  Solution  /  Contact Company Group  /  Appendix
     Release Notes

    Would you like to know what has changed in the extension?
    Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

    NVXCCG 1.0.0.0

    as of Business Central 22
    2024/09/25

      Initial Version
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