The Companies section allows you to group your customers and suppliers together in one place, for efficient, centralized management.
As in the other sections of Casserole.pro, the list screen offers several practical features:
Customized views: Customized views apply to the list of companies. They allow you to select the columns you wish to see on the screen, so as to adapt the view to your needs. You can also choose from pre-configured modes.
Select multiple companies: With checkboxes, you can select multiple companies and use the Operation button to perform batch actions. This includes excluding or retaining selected items to refine your list.
View in list” button: Display the list of projects, quotes, invoices or contacts associated with all displayed companies.
Export: Export the list of companies to an Excel file.
The file will contain the columns currently displayed on the screen.
To include other columns, adjust the custom view before exporting.
Add a new company (+) : Add a new company quickly and easily using the dedicated button.