These are your B2B contacts.
Company records are used throughout XenDirect. Any select list that refers to a company name is derived from this user-defined list. Navigation: Main Menu > Companies Applies To: Enterprise Pl...
Used to upload, classify, describe, and store MS Word or PDF files for a specific Company. Use of documents may require the purchase of additional storage space on XenDirect servers. Navigation Main ...
Used to record contact and related notes made with a Company. Navigation Main Menu > Companies > Notes Applies To: Enterprise Plus Basic Details Date: Date of contact or reference note. Notes...
The Contracts feature is an area for creating opportunities, proposals, and contracts similar to what one would find in a CRM software application. This feature is most commonly used with contract tr...
The feature allows for a user to add registration slots OnHold without client names and then later use them as client registrations occur. This feature is designed for holding slots greater than one ...
Company records can be linked to other Corporate Clients and/or Individual Client records. Individual Clients This panel displays the client where the Client Profile Employer field matches the company...
Company records are used throughout XenDirect. Any select list that refers to a company name is derived from this user-defined list. List of company records that have been deleted. Details Active Co...