Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
titleOn this page:
Table of Contents



ON THIS PAGE

Table of Contents
minLevel1
maxLevel2

Image ModifiedUsing our CM module you can also manage Contacts grouping them by Companies.

Panel
titleOn this page:
toc

The Companies Section

You can find the Companies section under the Contacts Manager menu:

Image Removed


Image Added

Image Removed


Image Added

Create a company

To create a company click on Image ModifiedNew Company button.

Image Removed
Image Added

Enter the company details:

  • Name

  • Phone

  • VAT

  • Fax

  • Company ID

  • Type

  • Website

  • Email

  • Description

click Add Company to confirm.

After the company is created, you can view the company in the list of companies. You can edit/delete the company or view the list of contacts associated to the company.


Edit a company

Find the company from the company lists, click on Edit Company:

Image Removed
Image Added

Modify any company fields and then click Save.


Click on Show Contacts to view list of contacts associated to the company:

Image Removed
Image Added

You will see the contacts list as shown below:

Image Removed
Image Added


Delete companies

To delete a company, find the company from the company lists and click on Delete:

Image Removed
Image Added


To delete multiple companies, select multiple companies by marking the checkbox on the left side and then click on Delete button (ok to confirm).

Image Removed
Image Added

Export list of companies

To export list of companies, select the list of companies to export by marking the checkbox on the left side and click on Export button.

Image Removed
Image Added