Companies are displayed under two tabs: Single Company View and Company List View.
To manage a company’s information, find the company in the Single View or select the company in the List View. The lower section of the screen displays information about the company, sorted by a series of tabs: Company Contacts, Communications, Actions, Events, Finance, Venue, Products and Attachments.
The Single Company View tab displays information about a single company. Use the horizontal arrows next to the Name field to scroll through the list of companies.
Click the View All button to view all companies. If you only want to see "active" companies, click the View Active button. You may have adjusted your Contacts System Settings so that all companies and contacts are displayed by default (Show All Companies/Contacts on Grid by Default).
Companies can be flagged as Inactive; refer to the instructions below under Enter a New Company: Classification. If the company has been marked as Inactive, the name will be highlighted in orange.
If the company has been marked with a Warning flag, the name will be highlighted in purple.
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The Company List View tab displays a list of all the companies in your database. Use the vertical scroll bar on the right to scroll through the list of records. Click on a heading in the upper grid to sort the list of records by that field (e.g. Company Name, City, etc.). Click the heading a second time to reverse the order.
Click the View All button to view all companies. If you only want to see "active" companies, click the View Active button. You may have adjusted your Contacts System Settings so that all companies and contacts are displayed by default (Show All Companies/Contacts on Grid by Default).
Companies can be flagged as Inactive; refer to the instructions below under Enter a New Company: Classification. Companies marked as Inactive are highlighted in orange.
Companies marked with a Warning flag are highlighted in purple.
In the List View, you can select checkboxes directly on the grid, for example, to classify a company as a Client or Hotel, or to flag a company as Inactive or Warning. Hold down the Alt key and click on the appropriate checkboxes.
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Use the buttons to the right of the bottom Company Contacts selection grid to find, create, edit, view or delete this company’s contacts. See Enter a New Contact below to learn how to add and edit company contacts.
Click the View All button to view all company contacts. If you only want to see "active" contacts, click the View Active button. You may have adjusted your Contacts System Settings so that all contacts are displayed by default (Show All Companies/Contacts on Grid by Default). Contacts can be flagged as Inactive; refer to the instructions below under Enter a New Contact: Classification.
Right-click on a contact to bring up a speed menu containing New, Edit, View and Delete, or to create a Communication or Action related to that contact.
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Use the buttons to the right of the lower selection grid to create, edit, delete, view, filter and print the company’s communications. To learn more about communications, see Company/Contact Communications below and Chapter 13: Communications: Create a Communication.
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Use the buttons to the right of the lower selection grid to create, edit, delete, view and print the company’s actions. To learn more about actions, see Company/Contact Actions below and Chapter 12: Actions, Actions Overview.
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This tab displays the events with which the company is associated.
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This tab allows you to edit, view, void and print Invoice and Payments related to the company. For more information about invoices and payments, see Company/Contact Finance below.
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If the company is classified as a venue, you will be able to assign locations, setup types and features to it under this tab. If the company is classified as a hotel, you can assign features and room types. See Company Venues and Hotels below.
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Under this tab, you can add files or documents related to the Company. See Chapter 15: Attachments, Add Attachment.
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