...
- Edit: Edit the company information
- Create: Gives access to a submenu where the following options are available:
- New appointment: Creates a new appointment with this company
- New task: Creates a new task with this company
- New task from template: Creates a new task from a template with this company
- New unit: Creates a new unit with this company
- New call: Creates a call for this company
- New quotation: Creates a new quotation for this company
- New order: Creates a new quick order for this company
- New reminder: Creates a new reminder for this company
- Block: Blocks the company from further work. Typically due to billing issues
- Delete: Deletes the company from the system
- Deactivate: Deactivates the company, which makes it unreachable but not deleted
- Combine with duplicate: If a company is created by mistake again, it can be merged by using this function
- Save as PDF: Saved the company sheet as a PDF
- Return to list: Let's the user go back to the company search page
- Less/more: Show more/less of these buttons
Company tabs
- Activity: Here is shown a chronological list of activities that the company has been involved in. Learn more about activity /wiki/spaces/CPFN/pages/25395222
- Address: Manage additional addresses for this company
- Calendar: See past, current and future appointments with this
- Competences: See what competences the company has
- Disclosure: GDPR related tab viewing a list of objects the user has been in contact with
- Equipment: See what equipment the user is attached or responsible to
- Files: See files related to this user
- Forms: Fill out forms and see previously filled out ones
- Linked: A tab related to special integrations
- Map: See a list of checkins for this user on a map
- Notes: See and write notes regarding this user
- Prices: See and edit this users prices when registering hours on any task
- Production: See this users past, present and future production
- Salary: See salary related information
- Statistics: Choose different mini reports to see statistics about this user
- Working week: See this users workweek