Contact Companies Fields
This section describes the fields and actions on the Contact Companies workspace.
Header Fields
| Field | Description |
|---|---|
| Contact Company Name | This field displays the name of the contact company. |
Header Actions
| Button | Description |
|---|---|
| +New Contact Company | Click this action to create a new contact company. |
|
Click this action to refresh data in the current workspace. |
|
Click to display the list view.
Click to display the detailed view. |
| Save | Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made. |
| Revert | Click this action to undo changes made to the current record, or to any of its lines. |
| Create Customer | Click this action to create a customer that will be included in the contact company information. |
| Other Actions |
This dropdown list includes the following actions:
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- Related Topics:
- Information Tab
This section describes the fields and actions on the Information tab of the Contact Companies workspace. - Opportunities Table
This section describes the fields and actions on the Opportunities table of the Contact Companies workspace. - Events Tab
This section describes the fields and actions on the table of the Events tab in the Contact Companies workspace. - Documents Tab
This section describes the fields and actions on the table of the Documents tab in the Contact Companies workspace.
Parent Topic: Contact Companies