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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:

Enter editing mode for the company allowing to change information regarding the company.

Create:

Let's the user create new objects related to the company:

  • 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:

A blocked company will appear in the system with a red crossed out name. The company will still appear in the system and it is still possible to create and edit calls, tasks etc. (if there have been given permission to do so) concerning the company.

A blocked company can be unblocked by choosing Un-block.

Delete:

A company can be deleted in the system, so it no longer appears as active. It won't be able to create tasks, calls, people etc. for the company.

Deleting company

A deleted company can't be recreated. All info is lost.

Deactivate:

Deactivates the company, which makes it unreachable but not deleted. To reactivate the company, press reactivate deactivated company.

Combine with duplicate:

Two companies can be combined by clicking the button Combine with Duplicate

It collects all the information from two companies to one.

The chosen company's data is overwritten with data from the other chosen company.

OBS: The companies can not be separated once they have been relined.

Save as PDF:

Saved the company sheet as a PDF. Learn more about saving as PDF functionality /wiki/spaces/CPFN/pages/25395260.

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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