Contact Companies Fields
This section describes the fields and actions on the Contact Companies workspace.
Header Fields
Field | Description |
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Contact Company Name | This field displays the name of the contact company. |
Header Actions
Button | Description |
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+New Contact Company | Click this action to create a new contact company. |
Click this action to refresh data in the current workspace. | |
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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