|Note:||This tab is only available to users with account holder credentials.|
In a Nutshell
It is in the Companies tab where you can view and manage Company information.
A Company is one of the key organizational units in Coresystems Field Service Management. One or more companies can be associated with an Account.
A Closer Look
When you navigate to the Companies tab, you will see the following information:
|ID||The unique ID of the company|
|Name||The name of the company|
|Created||The date on which the company was created|
|Connector||If applicable, the Coresystems Cloud Connector used by the company to manage data from an Enterprise Resource Planner (ERP) such as SAP Business One.|
|Last MetaData Update||The date and time of the last data synchronization to occur between the Coresystems Cloud and an Enterprise Resource Planner (ERP) such as SAP Business One.|
|Status||The curent connector status.|
|Data Cloud||The Data Cloud the company is assigned to. This is selected when opening a cloud account, with server locations in Ireland, North America, Europe, and China.|
|Time Zone||The time zone in which the company operates.|
|Type||The type of configuration associated with the company. Options include:
|Attachments Size||The total amount of attachment data currently used by the company.|
|Database||The unique name of the company database.|
|Database Size||The amount of data currently contained in the company database.|
|Indexing Status||For each company database there is an elastic search feature to improve full text search capabilities. This column displays the current indexing status.|
Business Rule and Notifications
From the Companies tab, you can navigate to the Business Rules and Notifications tab. It is here where you can create event-based business rules that can trigger reports, checklists, data object creation, notifications, and more.
For more information on the Business Rules and Notifications module, refer to the following topic.
From the Companies tab, you can navigate to the Query API feature. Here, you can build CoreSQL queries of cloud-based data, select Data Transfer Object (DTO) versions, and execute the queries. The application will respond in JSON format.
For more information on the Query API tool, refer to the following topic.