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Knowledgebase : Companies
Company records are used in numerous ways throughout the system. Any select field list that refers to a company name is derived from this user defined list.  ------------------------- NAVIGATION:  Release 3: Main Menu > Companies Release 2: Main Men...
NAVIGATION MENU: MAIN MENU >> COMPANIES >> COMPANY INFO (VIEW + DOCUMENTS) APPLIES TO: Enterprise Plus Basic Conference ------------------------- OVERVIEW Allows user to upload, classify, describe, and store MS Word or PDF files for a specifi...
NAVIGATION:  MAIN MENU »» COMPANIES »» Donations APPLIES TO:    Enterprise ------------------------- OVERVIEW List of donations made by a Company. -------------------------
NAVIGATION:  MAIN MENU >> COMPANIES >> NOTES APPLIES TO:    Enterprise    Plus    Basic     Conference ------------------------- OVERVIEW Contact and notes log made with a Company.  ------------------------- RELATED TOPICS Keyword Search List [http...
Navigation: Main Menu »» Companies »» Contracts APPLIES TO:     Enterprise ------------------------- OVERVIEW The Contracts feature is an area for creating opportunities, proposals, and contracts similar to what one would find in a CRM software applic...
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