In this article, you'll learn how to move between the businesses your login can open. If you run more than one company or location, you can go from one to the other without logging out and back in, on the web and in the phone app.
To open the company picker:
- Go to your Home screen.
- Click the card at the top with your company's name on it.
The company picker
If your login can open two or more companies, the top card on your Home screen is the company picker. It shows the name of the company you're in right now, and Needs attention moves to the card under it. The picker works the same way on the web and in the phone app.
When you click the card, it drops open and lists your other companies. The company you're in is the name on the card, so the list only shows the others.
Switching to another company
To switch companies:
- Open the company picker on your Home screen.
- Click the company you want.
The CRM loads that company and you land on its Home screen. Everything you were looking at belonged to the old company, so the page starts fresh.
- On a computer, the card shows the new company's name with a small spinner while it loads.
- On a phone, the card reads Switching… until the new company's Home screen is ready.
To go back, open the picker again and pick your other company.
Opening a linked business's job or contact
If you've linked your businesses together, your primary company's schedule and Conversations can show the other businesses' appointments and threads. Their full pages still belong to that business, though. So when you open one, the CRM switches you into that business first and opens the page there.
This happens when you:
- Open a linked business's job, or its client, from the schedule. On the web, that's the Edit or Expand button on the job's popover, or the client's name inside it.
- On the web, click the contact's name at the top of a linked business's thread in Conversations, or in the contact panel beside it.
- In the phone app, tap the contact at the top of a linked business's thread. The line under the name reads Tap to view Contact info.
- Save an unknown number from a linked business's thread as a contact. The contact is saved in that business, then opened there. In the phone app the line under the number reads Tap to save as a contact; on the web, clicking the number at the top of the thread asks Save as a contact.
A linked business's thread also says whose it is: under the name you'll see the business's name and replies go out from that business.
Once you're there, a bar across the top says you're in that business, opened from the company you started in.
To go back:
- In that bar, click Back to followed by your company's name.
You're switched back to your company and returned to the schedule or Conversations, wherever you started.
Showing or hiding a linked business
In your primary company, each linked business in the picker has an eye to the left of its name. You only see the eyes in the primary company.
- A green eye means that business's conversations and appointments show in your primary company.
- A red, crossed-out eye hides them.
To show or hide a linked business:
- Open the company picker on your Home screen.
- Click the eye beside the business. Clicking its name switches you to it instead.
Good to know
- The company you're in decides what you see: its menus, its settings, its jobs, clients and conversations.
- There's no combined "all locations" view. The only place other businesses show up together is the primary company's Conversations and schedule, for the linked businesses whose eye is green.