Division

Division

Division

Steps to set up Divisions

The division feature is most commonly used for multi-company setups within the same account and is usually set up during the import call or a new integration. The division can be assigned to an employee under their Employee Profile.  
Note: Divisions are optional and can be skipped if desired.

  1. Go to the Settings dropdown and select “Modules.” 

  2. Go to the System dropdown and select “Division.”

  3. To create a new division, select the [New] button.
    1. In the List Values column, enter the name of the division.
    2. In the Status dropdown, select between “Active” or “Inactive.” 

  4. Select the [Save] button to keep all changes.

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