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List of companies

An overview of the companies section.

Maxime Tremblay avatar
Written by Maxime Tremblay
Updated over 3 months ago

The Companies section lets you keep your customers and suppliers in one place.

Navigation in this section is the same as in the other lists:

  • Customized display: You can choose between several display modes, both pre-configured and customized, to meet your specific needs.

  • Select multiple companies: Once you've selected certain companies with the checkboxes, the Operation button lets you exclude or retain selected items in your quote list, allowing you to refine your list.

  • View list button: You can display the list of projects, quotes, invoices or contacts associated with all the companies displayed.

  • Export: To export the list of companies to an Excel file. This function will produce a file with the companies found and the columns displayed on the screen. To obtain different columns, simply select a different display.

  • Add new quote: Add a new company.

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