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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
  • Address: 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
  • 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



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