Last modified: August 22, 2018
Estimated reading time: 3 min

If you select the Form view, you will enter the detailed Company information. In the main tab ‘Company’, you will see all the most important information.

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Categories and keywords

Clients, Suppliers and other company groups are separated by using Categories, which can be defined in ‘Settings’ > ‘Categories’.

Keywords are used to further differentiate Companies grouped into Categories. Say, we have Suppliers and we want to group them into those supplying special services, materials and so on. Keywords can be defined in ‘Settings’ > ‘Categories’.

Company’s additional important information block

This block contains the following sections:

  • Personal – the main information about Company (date of establishment, number of employees, specialization, trade marks, types etc.).
  • Identification – Company’s identification information (company code, current account number etc.).
  • Contractual – section for agreements between you and Company. Here you can save the information related to an active contract, payment terms, prices and discounts.
  • Additional – these fields can be defined according to your choice. Fields can be defined in ‘Settings’ > ‘Additional’. Here you can enter information about 6 textual fields and 2 date fields.

Other Company-related items

Company can be related to the following:

  • Contacts – list of Contacts related to specific Company. Each Contact can be defined with a relationship with a Company. By pressing the arrow, you will be redirected to the tab of selected Contact. By pressing the button, the window will appear, where you will be able to select Contact. If you choose more than one contact, only the first contact in the list ‘Selected’ will be added. After checking Contact and pressing the button , the relationship with Contact will be deleted. Neither Company, nor Contact will be deleted.
  • Projects – list of Projects, where Company participates in. By assigning a role in Project, you will see the role which was performed by selected Company. By pressing the arrow , you will be redirected to the tab of selected Project. By pressing the button , the new window will appear, where you will be able to select Project. If you choose more than one project, all projects in the list ‘Selected’ will be added. After checking Project and pressing the button , the relationship with Project will be deleted. Neither Company, nor Project will be deleted.
  • Leads – list of Leads, where the Company participates in. By assigning a role in Lead, you will see in which Lead selected Company performed the main role. By pressing the arrow ,you will be redirected to the tab of selected Lead. By pressing the button , the new window will appear, where you will be able to select Lead. If you choose more than one lead, all leads in the list ‘Selected’ will be added. After checking Lead and pressing the button , the relationship with Lead will be deleted. Neither Company, nor Lead will be deleted.
  • Products – list of Products purchased by this Company. The information shown here is taken from Incomes positions. The list of Products shows income date, product name, amount and price. By pressing the arrow , you will be redirected to the tab of selected Product.
  • Invoices – list of Invoices (income) issued to this Company. By pressing the arrow, you will be redirected to the tab of selected Income. By pressing the button, you will be redirected to Incomes’ tab, where Client’s data and Company- related information will be provided automatically. By pressing the button , the new window will appear, where you will be able to enter Company-related payments. Information on how to enter Payments and capture data is provided in the description of the Finance module (see page 47).
  • Expenses – list of Expenses, where Company performs as Recipient, i.e. it sold Products. By pressing the arrow ,you will be redirected to the tab of selected Expense. By pressing the button , you will be redirected to the Expenses’ tab, where Client’s data and Company-related information will be provided automatically. By pressing the button , the new window will appear, where you will be able to enter Company-related payments. Information on how to enter Payments and capture data is provided in the description of the Finance module (see page 47).
  • Documents – list of the Contact-related documents. If the documents are related correctly, this list should provide all Company’s documents. By pressing the arrow , you will be redirected to the tab of selected Document. After checking Document and pressing the button , the relationship with Document will be deleted. Neither Company, nor Document will be deleted. In the option above the list, you can filter Documents by their categories (for example, you can see only contracts or purchase orders). Document categories can be defined in ‘Settings’ > ‘Categories’.
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