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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

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
  • Addresses: Manage additional addresses for this company. Learn more about addresses here
  • Calendar: See past, current and future appointments with this function. Learn more about calendar /wiki/spaces/CPFN/pages/25395239
  • Call: Manage sales calls for this company. Learn about calls here
  • Competences: See what competences users need to have to execute work/tasks on this company. Learn about company competences here
  • Disclosure: GDPR related tab viewing a list of objects the user has been in contact with. Learn about GDPR functions here
  • Dispatches: Hvad er det?
  • Economy: See economical figures and manage budgets for this company. Learn about the economy functions here
  • Email: See previous mail correspondences through mail integration. Learm more about mail functions /wiki/spaces/CPFN/pages/25395254
  • Equipment: See and manage equipment that is attached to the company. Learn more about equipment /wiki/spaces/CPFN/pages/25395270
  • Fees: See what fees this customer pays when being invoiced. Learn about fees here
  • Files: See and manage files for this company. Learn about files /wiki/spaces/CPFN/pages/25395266
  • Forms: Fill out forms and see previously filled out ones. Learn about forms /wiki/spaces/CPFN/pages/25395272
  • Hours: See previous time registrations, and add new ones for this company. Learn more about time registration /wiki/spaces/CPFN/pages/25395206
  • Interests: See what products this company has shown interest to. Learn about interests here
  • Invoicing: See current and previous invoices for this company. Learn more about invoices /wiki/spaces/CPFN/pages/25395204
  • Map: Access map drawing functions. Learn more about map /wiki/spaces/CPFN/pages/25395210
  • Notes: See and write notes regarding this company. Learn more about notes /wiki/spaces/CPFN/pages/25395208
  • Persons: See and manage the persons attached to this company. Learn more about the persons tab here
  • Planning: See current, past and future planning for this company. Learn more about planning /wiki/spaces/CPFN/pages/25395278
  • Prices: See and edit this company's prices, budgets, and discounts. Learn more about those feature here
  • Procedures: See and edit procedures for this company. Learn more about procedures here
  • Product No.: Changes name and product numbers to suit a specific company. See more about product no. here
  • Quotation: See quotations for this company. Learn more about quotation here
  • Relations: Manage relations between companies. Learn about this functionality here
  • Reminders: See past, current and future reminders. Learn about reminders /wiki/spaces/CPFN/pages/25395227
  • Routes: See routes this company is a part of. Learn about routes here
  • Statistics: Choose different mini reports to see statistics about this company. Learn about statistics /wiki/spaces/CPFN/pages/25395220
  • Stock: Use simple stock functionality to see how many products should be available for this company. Learn more about company stock here
  • Subscription: See and manage subscriptions for this company. Learn more about subscriptions here
  • Support: See all tickets for this company
  • Tasks: See all tasks for this company. Learn about tasks /wiki/spaces/CPFN/pages/25395218
  • Unit tree: See this company's units as a tree structure. Learn more about this function here
  • Units: See this company's ongoing units. Learn more about this function here
  • Week list: See a list of todos based on different activities for this company. Learn more about this function here

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