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How do you work with company? |
  
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How do you work with company? |
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The following table shows the menu structure for the Company tab:
Group |
Command |
Action |
Companies |
New company |
Add a new company record. |
All companies |
List all companies stored in the system. |
|
My companies |
List only those companies linked to your login name. |
|
Company activities |
Tags |
A way to classify records in an ad hoc way. |
Add note |
A simple text field that can be added to any entity in the database. |
|
Add project |
Add a new project. |
|
Add opportunity |
Add a new opportunity. |
|
Add contact |
Add a new contact. |
|
Schedule |
Schedule call |
Schedule a call. |
Schedule meeting |
Schedule a meeting. |
|
Add task |
Add a task. |
|
Communications |
Send email |
Send an email. |
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Send fax |
Send a fax. |
|
Send SMS |
Send an SMS. |
|
Merge email |
Re-use an existing email. |
|
Merge fax |
Re-use an existing fax. |
|
Merge SMS |
Re-use an existing SMS. |
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To interact with companies, select the company tab on the ribbon. The display will show all the companies in the system ie those that you have entered. You can sort companies by any of the fields in the grid - including company type, which is useful to classify companies. You can also further classify companies by adding tags to them, which assists when searching and filtering.
This section addresses the following questions:
| • | How do you create or edit a company? |
| • | How do you view all companies? |
| • | How do you view companies associated with your account? |
| • | How do you add a note or attachment? |
| • | How do you add a project? |
| • | How do you add a new opportunity? |
| • | How do you add a contact? |
| • | How do you schedule a call? |
| • | How do you schedule a meeting? |
| • | How do you add a task or attachment? |
| • | How do you send an email? |
| • | How do you send a fax? |
| • | How do you send an SMS? |
| • | How do you merge email? |
| • | How do you merge fax? |
| • | How do you merge SMS? |
| • | How do you view contacts? |
| • | How do you create a new company and add contacts? |
| • | How do you sort companies in grid? |
| • | How do you perform a search to find a company? |
| • | How do you group companies by any field? |
| • | How do you assign tags? |
| • | How do you filter companies by tag inside the grid? |
| • | How do you remove assigned tags? |
| • | How do you import records from Excel? |
| • | How do you export records to Excel? |
| • | How do you print a list of companies? |
| • | How do you use split view to view a list of companies and data? |
| • | How do you move a company from 'All companies' to 'My companies'? |
| • | How do you activate or deactivate a company? |
| • | How do you remove duplicates? |
| • | How do you associate a Microsoft Outlook contact with Total Enterprise CRM companies? |
| • | How do you manage companies? |