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:

  • Attach Documents - Select this action to attach documents to the contact company.
  • Delete Contact Company - Select this action to delete the contact company.