Filter by Branch Type added to Workbench and Searching

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:16 PM by Martin Parkinson

A Client record in Influence can have multiple branches. It is possible to record a Branch Type against each of these branches to indicate if it is a 'Location Only' or an 'Invoice Address'

From version (or later) it is now possible to search for companies, based upon this Branch Type.

Example of a branch with a Branch Type set.

How It Works

Go to the [Companies] workbench and select the Branch Type filter at the top of the screen. Select the required BRANCH TYPE, and then press [GO] or [Refresh] to see the results.


In the screenshot below, the system has returned a list of Companies, where there is an Invoice A/C type branch, which has a postcode of RH1

System Setup

The Branch Types available are held in a code table.
New branch types can be added by editing code table CMS Site Type [127]

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