If a Company is not associated to any Recipient, the Company is deleted when clicking "Delete". Should a Company be associated with one or more Recipients, the Administrator is prompted with the option of deleting the Company including all of the associated Recipients.
Note: Once data has been deleted, it cannot be revived.
|
The import option allows the Administrator to load a list of Companies from an Excel Comma Separated Values File (.csv). The entries in this file must adhere to the following format of two fixed fields:
Company Name 1, Company 1 Category
Company Name 2, Company 2 Category
..., ...
After the CSV file is processed, the Administrator has the option of selecting some or all of the correctly formed entries for insertion. For partially correct entries in the CSV file, the import Servlet will attempt to provide the option to correct for mistakes. Other entries that are deemed incorrect will show up as errors. For example, the following CSV file contains some entirely correct, some partially correct and some incorrect entries:
Investment Bank a, Full Service
Investment Bank b,
, Full Service
Credit Suisse First Boston, Full Service
,
Investment Bank c, University
This file translates to the output as shown on the right.
|
 |
Figure 8: Import Companies Click to enlarge |
|
Every Company is associated to a type (or Company Category). Types can be added, modified, and deleted. The default tables come pre-populated with two Company types: "Full Service", and "Specialty".
A type that is associated to a Company cannot be deleted without first changing the affected Company's types. In this case, the Administrator is prompted with an error message and a list of Companies.
|
 |
Figure 9: Company Types Click to enlarge |
 |
Figure 10: Deleting Type that is associated to Companies Click to enlarge |
|