Company Details Page

Company information is displayed in this clean layout with bold buttons allowing fast access to the most commonly used functions.

Status icons are shown top right (as for the Company List) and the tick box indicates if the company is ticked on the Company List page.

Any action chosen in the dropdown box will only act on this project alone (regardless of the “selected” tick):

  • Add to My Company Leads
  • Add a Watch
  • Print
  • Extract
  • Mail merge
  • Permanently Hide
  • Remove from My Company Leads

If the user has the Projects Plus service then each project name can be clicked to go direct to the project details or use the List Projects button to view the projects in a standard Project List for further work.

At the bottom of the Company Details page the Working With table summaries all the other companies this company is involved with and through what roles. Click through each role to list the companies in a further list.

Clicking the List All Available Contacts button creates a new table of contacts for the company.