Company
All information related to a company – be it your customer, partner or supplier – is stored on the Company card/screen. This card provides you with an instant snapshot of the company in one screen.
The Company screen contains all your company's customers. For each company, you can view the associated contacts in the Contacts section tab.
In the Company screen, every record in the database is displayed like an index card, containing all information for that company.
To move between companies, click the previous/next buttons (
) at the bottom right of the cards.
You can search for specific companies based on criteria that you specify. You can also write documents, generate follow-ups and create new companies and contacts.
Section tabs on Company
The bottom of the screen contains the following default section tabs:
| Section tab | Description |
|---|---|
| Contacts | Contains information about employees of the active company. |
| Relations | Displays any connections existing between companies and/or contacts. |
| Activities | Contains all the activities linked to the active company. |
| Projects | Shows all the projects for the active company. |
| Sales | Contains information about any sales connected to the company. |
| Requests | Shows SuperOffice Service requests for the active company. |
| ERP | Here you can link a SuperOffice company to a customer/supplier in the ERP system. |
Note
Contacts that are not associated with a company, can be found in the Contact screen.