Understanding the Companies page

The Companies page is your central directory for every organisation you work with, from clients to subcontractors to your own company. Properly setting up your companies here is the key to centralising partner information and tracking company-level compliance, providing a solid foundation for your operations.

This guide covers:

• Searching and filtering your list of companies.
• Sorting the list using column headers.
• Using the action icons to view, edit, or delete a record.
• Adding a new company to your directory.

With this sorted, you can find and manage all your business contacts like a pro. Good onya!