Creating a Company

select Company from the Create New drop down menu.

This will bring up a Create New Company view with three tabs; Info, UDEF's and Notes and Attachments.

• The Info tab is where you provide general information about the company such as company name, region and address.

• The UDEF's tab contains any custom information fields created by authorized users.

• The Notes and Attachments tab is just that. Add notes and attach files to the company.  When you add a note or attachment, the issue  is date and time stamped for historical purposes and reporting.  Notes are date/time stamped with user info as well.