Adding and managing Companies

Companies are the actual businesses you deal with it. They are not persons which refers to Contact records in RealtimeCRM. So, for example a Company record RealtimeCRM could have Contact records Walter Example and James Example associated with it. Adding…

Merging Companies

If you’ve added more than one Company for the same customer or supplier you can merge them deleting the extra Company you don’t want whilst retaining all of the Activity details of that Company. Note: This action is only available…

Edit or delete Company records

Edit a Company Click the Companies panel on the left hand side bar Select the Company you wish to edit Click the  Edit button on the ‘Company details’ box In the dialog box that opens up you can change the name, address…