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Company View

When you enter Contact Mode initially, the Company View is displayed. The view consists of a Contact Group window, a Company window and a Details window. The Contact Group window shows all contact groups to which you have at least visible access. When you first enter Contact mode, provided you have sufficient access, the All Contact Group is open, giving you access to all public companies.

The Company Window contains fields representing a company's full address, phone and fax numbers. The Details window contains three tabs, giving you access to the company's employees, its contact history with members of your organisation and a list of pending tasks associated with the company.

More:

Adding a New Company

Adding an Employee to a Company

Quick Searching for a Company

Viewing History for a Company

Viewing Pending Tasks for a Company

Viewing History and Pending Details

Specifying Other Addresses for a Company


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