Company Record View

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The Company record view also incorporates the Contact view, as Contact's do not have separate records; they are located within Company records.

Various screens and tools found in a Company record:

Company Screens

Company Tools

Contact Tools

The Company tools are also present when in a Contact record, however there are also some additional tools for Contacts. Once a Contact is clicked on in a Company Record, the right-hand-side tools menu changes & additional functions appear, such as:

To go back to the Company view from any Contact record, click the 'Client View' button to exit out of the Contact view.