|Help Page||Company Record|
|See Also||Company Address Record, Contact Record, Demographic Link Record, Company Name Record, Rep Company Link Record, Order Record, Transaction Record, Company Type Record, Agreement Record, Communication Record|
The Companies page is split up in to three areas. Details (Top Left), Addresses (Top Right) and Tabs (Bottom)
The Details area displays the Company Code, the Primary Name, the Web Address, a general email address such as email@example.com and the Company Type.
There is also a button that you can use to create a New Order for this Customer.
The Address area displays a list of company addresses along with the associated contact numbers. Additional help for this section can be found here Company Address Record.
The Tabs show a number of different details relating to the company and are listed below.
The Scanned Documents Tab in a Company Record can be used to view all the Scanned Documents linked to the selected Company.
You can also Add additional Scanned Documents here be clicking the icon. Then you can set the document title, and browse and upload the required file.