Contacts List – Groups - Trades by Company - Additional Levels
Updated
Suggested Prior Reading
Contacts – Accessing the list of Contacts
Additional Group Levels Expanded Out
When the View is changed, by default only the top level group in that view is displayed so there is only one title bar and the group level rows below that. See Contacts List – Groups - Top Level.
However, once levels start to be expanded, there will be multiple title bars and different group level rows. See Contacts List – Groups - Expanding and Collapsing.
The following is an example of the View Option set to Trades by Company, with the hierarchy of Trades set to not display (only the lowest level of Trade Groups is set to display). The Plumbers Trade is expanded out to show all the Companies that are in this Trade:
It is easier to identify an expanded group because there will be a gray title bar below the row that is expanded.
To differentiate between the end of an expanded group level and the higher level group rows, look for a change in the columns of information (as there won't be a grey title bar).
So for the above, there are four Companies listed for the Plumbers trade. After the fourth company, the columns change to go back to displaying the top level group columns (i.e. the lowest level Trades) and the columns match the top level title bar.
All Additional Group Levels Expanded Out
The View and the settings for the View will dictate how many levels there are in the hierarchy.
The following is the above example, with one Company expanded out to show the Contacts for that Company.
- The top level group is Trades.
- The Trade row, Plumbers is expanded out to show the Companies in that Trade
- The Company row, Morning Side Products is expanded out to show the Contacts in that Company (there are two Contacts in this example)
For navigation, it is suggested to limit the expansion of rows (collapse and expand as needed), search or filter the information or even change the View Option for a different way to navigate.
Note* A Contact row type can usually be identified by having the "Contact" column in it.
Show all Trade Levels
In the Address Book Settings, a view that has Trades can be set to show the hierarchy of Trades or just the lowest level Trade that is assigned to the Contact. The above examples were showing just the lowest level of Trade.
If the hierarchy of Trades is set to display, there will be additional group levels to expand out:
The sub-level trade rows can then be expanded out to show the next level group as outlined above.
More Information
For a full description of all columns for the Contact Row, see Bidding Messaging List - View Settings - Contact Columns.
Contacts List – Groups - Top Level
Contacts List – Groups - Expanding and Collapsing
See also
Contacts List - Search and Filter
Contacts List – Navigation - Sort Columns
Next Steps
View or Edit an Existing Contact
Set a Company to inactive (but retain in the system for historical purposes)
Set a Contact to inactive (but retain in the system for historical purposes)
Delete a Company and all its Contacts
