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 is available as a separate window and as a Dashboard widget that can be added to the EXO Business CRM interface.

Enter search terms and click Search to filter the list of companies. You can also select a pre-defined view from the Views dropdown to filter the list.

The following details are displayed for each company:

Detail	Description
Company Name	The name of the account.
Primary Contact	The name of the account's default Contact, if one has been selected on the account's Contacts tab.
Phone Fax Email	Contact details for the account.
Type	The type of account. This will be one of: Debtor Creditor Non Account

Available Functions

Double-click on a company to open the record for that account.

Click the New button to create a new Non Account record, which can be converted to a Debtor or Creditor later if necessary.

Right-clicking on a company gives the following options: