Display

In the company display you can do the following actions:

Delete Companies - Using the box to the left of the company, you can select one or multiple companies and delete them.

Edit companies - By selecting the company name, a pop up will be brought up allowing you to edit details related to the company. This includes:

Information - Edit basic information about the company, including all fields that are set when a company is first created.

Associations - View and edit which contacts are and are not associated with the company.

Tasks - View, edit, create, and complete tasks that are associated with contacts that are associated to the company.

Notes - View, edit, and create notes that are associated with contacts that are associated to the company.