Employees Sub-Tab
This section describes the fields and actions on the Employees sub-tab of the Contact Companies workspace.
Sub-Tab Fields
| Field | Description |
|---|---|
| Employee No. | Select an employee number from the drop-down list. If you select an employee number, Maconomy auto-populates the Name field. |
| Name | Select an employee from the drop-down list. If you select an employee, Maconomy auto-populates the Employee No. field. |
| Role | This field displays the role of an employee in engaging with the current contact company.
Update the information as needed. |
Sub-Tab Actions
| Button | Description |
|---|---|
| + Add Employee | Click this action to create and assign an employee to a contact company. |
| ↑ Move up | Click this action to move the current line above the previous line in the table. |
| ↓ Move down | Click this action to move the current line below the next line in the table. |
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Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
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Click this icon to maximize the table view. Click this icon to restore the default display size of the table. |
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Click this icon to open the Customize Columns window. |
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The Row Tools icon allows you to add lines/information to the lines of a record. For employee lines, choose from the following actions:
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