Viewing company rosters
Company rosters in iMIS Desktop
On the Customers feature, the Roster tab enables you to view a list of customer records associated with a particular company record.
The Roster tab lists the company that is specified in the current record's Company field and all member records that list that same company in their Company fields. The list is shown in a tree configuration, so that subsidiary companies and their associated members are kept as a unit in the list. A status line at the bottom of the tab displays how many records are currently displayed as you expand and collapse the tree.
Special cases:
- If the current record is not associated with a company, iMIS lists only the current record.
- If the current record is a company record and the company is not a subsidiary of another company, then iMIS shows the roster of the current company.
- If the current record is a company record that is a subsidiary of another company, iMIS shows the parent company's roster, with the current company highlighted.
Double-clicking any of the listed items (either a company or a member) highlights that line and loads its record in Customers > Manage customers. The item remains highlighted in the roster until another record is loaded from the Roster tab or from another location.
Note: Your system administrator can specify the fields that are displayed in the Roster tab (see Customizing roster display fields) and can also specify the display name of the Roster tab (see Customer Setup - Basic Options window).
Note: The Roster does not reflect changes you make to a record until you load a different roster and then reload the previous roster.
Note: The Roster tab, like all of the history tabs, is not active until a record has been loaded in Customers > Manage customers.