Companies - List - Ruddr Help

To view all of the companies in your workspace, click on Pipeline in the nav bar and then select the Companies sub-menu option (Figure 1). This will bring up the contact list screen (Figure 2). Access to companies requires the View all companies and opportunities permission in Security Roles.

Figure 1 - Select Companies to View the Company List At the top of the list screen, there is + button (Figure 3). Click on this button to create a company. For more on creating companies in Ruddr, see the Companies - Create and Edit article. The list of companies can be downloaded by clicking the download button to the left of the New Company (+) button.

Figure 2 - Company List Screen

Figure 3 - Click the + Button at the Top of the Company List Screen to Create a New Company On the company list screen, you have the following filters at the top of the list to help you narrow down the results:

Search - You can type in a partial company name to narrow the results.
Company Relationship Owner - Narrow down the results to companies assigned a specific relationship owner.
Status - Specify “Yes” to view active companies or “No” to only view deactivated companies. In the companies list (Figure 2), deactivated companies will appear in a grey color.

Additional filters are available by clicking the filters button at the top-right of the screen. To view the company dashboard for a particular company, simply click on the row in the list. The company dashboard provides high-level information about the company, any related activity, opportunities associated with the company, and contacts associated with the company. At the right end of each company row in the list, you are provided with a menu of actions (Figure 4). These actions are View, Edit, Delete, Clone, and Deactivate.

Figure 4 - Company Actions from the Company List

Edit a Company

To edit a client, you must have the Administer all companies and opportunities permission on your security role. Simply click on the Edit menu option on the row that you want to edit. This will open up the Edit Company drawer (Figure 5). From here, you can make edits to the company information. For more on editing companies, please refer to the Companies - Create and Edit article.

Figure 5 - Change Details about the Company in the Edit Company Drawer

Deactivate a Company

To deactivate a company, you must have the Administer all companies and opportunities permission. Simply click on the Deactivate menu option (Figure 4) on the row that you wish to deactivate. This will bring up a confirmation window (Figure 6). When you deactivate a company, you will also deactivate all of the opportunities within that company.

Figure 6 - Confirm your Choice to Deactivate a Company in the Workspace

Delete a Company

To delete a company, you must have the Administer all companies and opportunities permission. Simply click on the Delete menu option (Figure 4) on the row that you want to delete. This will bring up a confirmation window (Figure 7). If the company has opportunities, it is strongly recommended that you deactivate the company instead of deleting it. Once you delete a company, you cannot reverse this action and all associated opportunity, file, and activity data will be gone forever!

Figure 7 - Confirm your Decision to Delete a Company

Clone a Company

You can clone a company, copying all data associated with the original company into a new company. To clone a company, you must have the Administer all companies and opportunities permission. Simply click on the Clone menu option (Figure 4) on the row that you want to clone. You will then be prompted (Figure 8) to provide a name for the new company. Clicking the Save button will create the company and take you to the new company’s dashboard, where you can edit the new company.