Add a Company
- The plus sign next to Company section in the sliding menu:
The Company Add form will automatically open as shown below.
Users are free to choose all the important fields that need to be tracked by choosing Additional fields.
Select on the desired fields and choose Done.
The fields will directly appear in the Add form.
View a Company
Edit a CompanyClick on the top right icon in the Company view form in order to view and edit the data.
Search for a Company
Using the top right Search sign, the system will allow you to insert a text to search for within the list.