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