A company is accessed through a search or creation in your system.
The buttons
On the frontpage of the user card we find different buttons:
- 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