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Companies Menu Overview
Updated over 6 months ago

The 'Company List' interface is used to create, edit, and maintain details of companies and their associated contacts. The company list is displayed in the left-hand pane along with search and administrative controls, allowing the companies to be sorted and filtered. The user can also add, remove, or edit company details through the interface controls detailed below.

The 'New' Button

Used to open the New Company wizard, to create a new company.

The 'Delete' Button

Used to delete the company that is currently selected in the list.

The 'Merge' Button

Used to merge two companies into one, combining their contacts.

The 'Excel' Button

This will export the Company List into an Excel document which can be downloaded from the Message Center under the Saved Reports heading.

The Search Interface

Comprised of the 'Search Terms Box', the 'Condition Filter Drop-Down', and the 'Find' button, these three interface controls are used together to determine specific criteria and filter the entire company list according to this condition.

The 'Fields Edit' Button

This button determines the fields displayed for each case currently shown in the company list.

The right-hand pane will contain detailed information relating to the currently selected case. It will enable the user to view and edit information relevant to the client, case, costs, associated contacts, accounts, and estimates, as well as logged documentation relevant to the case.

Note: Deleting a company contact from a case in the Case List will NOT delete that contact in the Company List regardless of whether the contact was added originally from the case contacts or company contacts.

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