Companies and contacts can be linked with projects and are organised in very much the same Quotes, Orders, Invoices, Local Data, and Kits.
A company can have multiple contacts, as well as contacts having multiple links to different companies.
- Adding a new company
- Adding a new contact to a company
- Moving contacts between companies
- Updating or deleting companies
- Updating or deleting contacts
- Setting up a default address column
- Copying companies
- Moving companies
- Linking companies to a project
- Setting a default company or contact
- Importing and exporting contacts
- Searching companies and contacts
Thanks for your feedback.