FEATURE RICH
RAPID APPLICATION DEVELOPMENT
HELPING YOU OR YOUR CUSTOMERS
MANAGE THEIR BUSINESS
<< Back to Help Pages
TitleCompany Page
TopicsCompanies,

From the company page you can add or edit the web address url and email address, these will be saved automatically when you leave the page.

You can also edit the company address.

At the bottom of the page there are a range of different tabs that have their own help pages. 

Contacts - Demographics - Details - Names - Communications - Info - Orders

Rep links can be used to associate Reps with companies. 

To add a new Rep go to Home > Reps and then click the  button

Once you have clicked this a new window will pop up. The only mandatory fields are the Code and Country. Input the information you need and click the  button to add the new Rep to the database.

You can then go back to the rep links tab on the company and click the  button

After this select the Rep you wish to use from the list and add a state if necessary, you can also add a list of products the Rep is associated with by putting the product codes in a comma separated list in the Product List field. Then click the  button to add the Rep to the company.