The [Legal entities] section actions

In addition to the standard actions, the section also contains special actions.

Show duplicate legal entities

The [Show duplicate legal entities] action opens an additional page that contains all possible duplicates of the legal entities. After the duplicates search is completed, records are added on the page automatically. Read more >>>

Show on map

The action shows the list of the selected legal entities on a map. Launching the action opens a window that displays legal entities selected in the list. If the address is not filled in for all selected legal entities, the action will not be performed. If the address is not filled in for some legal entities or filled in incorrectly, then the corresponding information will be shown in the opened window.

Note

You can select multiple legal entities in the section using the [Select multiple records] action.

If a legal entity has several addresses populated, e.g., physical address and delivery address, the map displays all the specified addresses. To view the detailed description, click one of the addresses.

Note

If a legal entity position is not accurate on the map, open the [Addresses] detail and set the point corresponding to the legal entity location on the map.

Update with social networks data legal entity

This option allows you to populate the legal entity page with additional information from Facebook. Read more >>> 

Actions when saving a record

When you save an legal entity record, additional actions are available.

Adding a new contact person for a legal entity

When you save a new legal entity page, a message will appear prompting you to add a new contact person for this record. If you click the [Yes] button the page of a contact, where you can enter information about a primary contact for the legal entity. Click the [No] button to cancel the action.

Duplicates search when saving a record

When you save a legal entity, a duplicates search page might open. It means that this record might be already registered in the system. You can edit the new record or indicate that the records found are not duplicates of the newly saved record.

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