This page displays a company, registered in the CRM software, its details, history and tasks.
Company details include Tags, Name, Website, Email, Phone, Mobile Phone, Address, City, State/Region, Country, Postal Code and Comments (can be any text)
The page has four tabs:
History log - holds the text notes, added by your staff, along with file-attachments.
When someone posts a note into the log, the note is being saved to the database.
The most recent notes are on top.
Works like a discussion forum.
PLEASE NOTE: that this list also holds the history notes from contacts associated with the company
Tasks - holds the tasks, related to this company.
The task-list is sorted by the tasks' "due-dates" - most urgent tasks are on top.
PLEASE NOTE: that this list also shows the tasks from contacts associated with the company
Contacts - holds the contacts in the CRM-system, assigned to thi company.
Files - holds file-attachments, added to this company.
PLEASE NOTE: that this list also shows the tasks from contacts associated with the company