by Variance InfoTech Pvt Ltd

The MultiCompany add-on allows you to set up unique record numbering for each company in one installation of a SuiteCRM instance.

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User Guide

Steps For Using MultiCompany Features

Step 1

To open the Administration Page, Click on the Admin tab as shown in the below screenshot.

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Step 2

Open Administration Page, Click on MultiCompany from the “Other” section.

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Step 3

After clicking on the “MultiCompany” Link from Admin, the MultiCompany Configuration Page will be open as shown in the below screenshot.

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Step 4

To Enable MultiCompany Feature, click on the "Activate MultiCompany Feature” Slider Button as shown in the below screenshot.

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Step 5

After Enabling MultiCompany Feature from the Configuration Page display all admin user list and module list as shown in the below screenshot.

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Step 6

To allow Admin Users to access all multiple companies records, click on the slider button for a particular user and to enable multi company features for a particular module click on the slider button for that module as shown in the below screenshot.

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Step 7

After Enabling MultiCompany feature from Administration, Select MultiCompany Module from ALL Menu.

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Step 8

If you are not enabled the MultiCompany feature then you are not able to access the MultiCompany module as shown in the below screenshot.

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Step 9

To Create a MultiCompany, Click on the CREATE link.

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Step 10

In the MultiCompany Module, Fillup Basic Information, Address Details and Bank Details as shown in the below screenshot.

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Step 11

To Edit the MultiCompany record, click on the Pencil icon as shown in the below screenshot.

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Step 12

After adding the MultiCompany, the Detailview will look like below the screenshot.

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Step 13

To Add Numbering of records for module Company Wise, Click on the Numbering link from the Actions tab as shown in the below screenshot.

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Step 14

After clicking on the Numbering link, Open the Popup as shown in the below screenshot.

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Step 15

Fill up all details of Numbering, Click on the Save button to Save record.

  • Select Module: Select Module for Numbering. (Display Modules which is enable for MultiCompany Feature from the Configuration)

  • User Prefix: Define the prefix – you can use Year, Month, Date, Week as a prefix.

  • Start Sequence: Define the Start Sequence.

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Step 16

To Edit the record of Numbering, click on the pencil icon as shown in the below screenshot.

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Step 17

To Delete the record of Numbering, click on the pencil icon as shown in the below screenshot.

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Step 18

To Add Field Access of Module Company Wise, Click on the Field Access link from the Actions tab as shown in the below screenshot.

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Step 19

After clicking on the Field Access link, Open the Configuration Page of Field Access. Click on the CREATE link as shown in the below screenshot.

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Step 20

Fill up all details of Field Access, Click on the Save button to Save record.

  • Select Module: Select Module for Field Access. (Display Modules which is enable for MultiCompany Feature from the Configuration)

  • Hide Panels: Select Panels which you want to hide from the Editview and Detail View of the Module.

  • Hide Fields: Select Fields which you want to hide from the Editview and Detail View of the Module.

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Step 21

To Edit record of Field Access, click on the pencil icon as shown in the below screenshot.

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Step 22

To Active single or multiple Field Access records, you can select records using the checkbox option on the left hand side of the view & Click on the “Active” from the “BULK ACTION” Option as shown in the below screenshot.

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Step 23

To Inactive single or multiple Field Access records, you can select records using the checkbox option on the left hand side of the view & Click on the “Inactive” from the “BULK ACTION” Option as shown in the below screenshot.

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Step 24

To Delete single or multiple Field Access records, you can select records using the checkbox option on the left hand side of the view & Click on the “Delete” from the “BULK ACTION” Option as shown in the below screenshot.

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Step 25

After adding the Records, Open the Detailview of the Record and Select Users From the “Users” Subpanel which you want to add for a particular Company.

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Step 26

On the Login Page, Enter the Username & Password and Click on the Login Button. If a user has more than one company then display one dropdown of MutiCompany List, Select the MultiCompany and Click on the Submit button.

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Step 27

After Login with the Particular MultiCompany Display Numbering and Company Module Relate field in the module which is enabled for MultiCompany Feature from the Configuration.

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Step 28

Display Data on Listview based on MultiCompany as shown in the below screenshot.

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