How do I create a Company Organization Smartlist?

How do I create a Company Organization Smartlist?

Go to the Setup tab > Company smart list > Organizations lists.

AlertNote: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.





Click on "Create".


Enter a "Name", and then click on the 'next' icon.



Notes
Optional information fields: 

A. Description: add any relevant explanatory notes and comments

B. Filters: add search filter tags



Create “Conditions” as you would for a standard "Contact Smart List". When you have made your selections, click on the 'next' icon.

InfoLearn more about creating Smart Lists here: How do I create a Smart List?



Select any relevant actions for the platform to automatically on list entries. When you have made your selections, click on the ‘next’ icon.


How to Use the Marketplace Settings for Filtering Organizations

Feature Update

A new filtering condition has been added under the Marketplace Settings tab in the organization list. This enhancement allows users to sort and filter organizations based on:

  1. Supplier Status: Whether the organization is a supplier or not.

  2. Visibility: Whether the organization is categorized as internal, external, or none.


Steps to Filter:

  1. Access the Organization List

    • Navigate to the Organizations list section under the Setup tab.

  1. Create a New Filter

    • Click on the Create Organization List option.

    • Navigate to the Conditions tab.

  2. Set the Filter Criteria

    • Under Marketplace Settings, select the following:

      • Supplier: Choose whether the organization is a supplier (e.g., Yes or No).

      • Visibility: Select from Internal, External, or None.

  3. Apply the Filter

    • Once you’ve set the criteria, click Add to save the condition.

    • Continue configuring other actions or proceed to save the organization list.


Conclusion

This feature in the Marketplace Settings tab allows users to:

  • Filter and sort organizations efficiently.

  • Categorize organizations based on their supplier status and visibility.

  • Improve reporting and streamline organizational management.

Leverage this feature to enhance your portal filtering capabilities and maintain better control over your organization's data.


Notes
Actions:
A. Remove From Organization Group(s) - the platform will automatically remove any Organizations on this list from the following Organization Group(s)
B. Add To Organization Group(s) - the platform will automatically add any Organizations on this list to the following Organization Group(s)
C. Update Organization Info - Update ‘Info’ section of the Organizations on this list. (Overwrites any pre-existing data). A user can tell the platform to modify any data entry field under the following tabs: 
a.  Info
b. Preferences 
c. Stages 
D. Add Filters - apply the following search Filter tag(s) to all entries on this list
E. Remove Filters - remove the following search Filter tag(s) from all entries on this list.



Click “Finish” to generate your list.


Notes

Notifications and ToDo

  1. Set automated email notifications


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