Companies
The Companies view in Exo Business CRM displays all Debtors, Creditors, and Non Accounts in one list. Debtors are green, Creditors are red, and Non Accounts are black.
Note: The Companies view can also be a separate window and a Dashboard widget that you can add to Exo Business CRM.
Enter search terms and click Search to filter the list of companies. You can also select a view from the Views dropdown list to filter the list of companies.
These details display for each company:
Detail |
Description |
Company Name |
The name of the account. |
Primary Contact |
The name of the account's default Contact, if one was selected on the account's Contacts tab. |
Phone |
The contact details for the account. |
Type |
The type of account: |
Available Functions
Double click on a company to open its record.
Click the New button to create a Non Account record, which you can convert to a Debtor or Creditor later.
Right click on a company to: