Contact Companies Fields
This section describes the fields and actions on the Contact Companies workspace.
Cart Part Fields
Field | Description |
---|---|
Contact Company Name | This field displays the name of the contact company.
Update the information as needed. |
Card Part Actions
Button | Description |
---|---|
+ New Contact Company | Click to create a new contact company. |
Click this icon to refresh data in the current workspace. | |
|
Click to display the list view. Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button 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 drop-down 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 Tab
This section describes the fields and actions on the Opportunities tab of the Contact Companies workspace. - Events Tab
This section describes the fields and actions on the Events tab of the Contact Companies workspace - Documents Tab
This section describes the fields and actions on the Documents tab of the Contact Companies workspace
Parent Topic: Contact Companies