How to use the Companies Organizer

Last updated: 2021-05-23
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The Companies directory

The Companies Organizer is used to record companies your company is negotiating with or has a contractual relationship with. The companies can be suppliers, customers, or any other type of business partner. It is a shared directory of companies. Their records are further used in other Organizers like the Contracts Organizer, the Projects Organizer, etc. Thanks to this Organizer, you have all the companies in one place. You can search through the companies and filter using various criteria.

The information about the contact person from each company is recorded in the Contacts Organizer.

Detailed information for each company

You keep detailed records for each company:

  • Company
  • Company ID
  • Invoice details
  • Documents and attachments
  • Meeting minutes