Viewing a Client/Company

Overview - viewing a company

Details section - left-hand-side

This left-hand column gives you a quick overview of the common company details - including segmentation fields which you can click to edit. Profile fields may be listed in a section below.

Address information for a company is also listed here.

Centre Column - Activity, Contacts, Attachments, Invoices and more.

By default you will be viewing the activity feed which shows practically everything that has been happening against this client - emails, jobs being created, notes added by your team, payments received and more!

Note: Any staff to client activities from an actioned prospect will be imported into the activity feed of the company/client for reference once the prospect is closed. This excludes staff to staff activites, as the view company page is dedicated to viewing the relationship between the client and the staff.

• Click the Contacts tab to view all contacts which have an active affiliation with this company.
• Click the Attachments tab to view all documents, images, spreadsheets and other files which have been uploaded against this company.
• Click the Invoices tab to see a full history of accounts for this company.
• Click the Contributions tab (if visible) to see any job/issue/prospect contributions made by contacts from this company.

Right-hand Column - Tasks, Prospects, Jobs and more

• Tasks against companies are good for tracking small pieces of non-billable work, or reminding yourself of something in the future which isn't related to a job or issue.
• The blue headings below show current/active Prospects, Jobs, Issues and Contracts. To add a new item, click the + button, or click "Show all" to view all the historical records for that company.