Firms
In the Companies section, you can manage companies. The list of companies contains the companies that have already been created, sorted according to their current status
You can add new clients as well as people and delete existing ones, use the search function to search specifically for clients and people, and set filters. The sorting function allows you to sort the categories in the columns. Ability to export the list.
Saved companies can be accessed or adjusted at any time. Select a company to view, add, or remove details (name, address, validity period) and related people.
Feld | description |
|---|---|
company name | Shows the name of the company. |
Status | Indicates the current status of the validity (e.g. active). |
ID | Unique company identification number. |
client | Indicates which client the company belongs to. |
city | Location or headquarters of the company. |
Land | Country in which the company is registered. |
Valid from | Start date from which the permission is valid. |
Valid until | End date on which the eligibility is valid. |
Create a new company
click on the button
to start a new company.Definition
Define details: client, validity, information,...
Optionally, you can add a comment.
People
To create a new company, click on the button
More Features
Using the checkboxes in the first column, you can mark several companies at the same time.
Marked entries can be deleted collectively.
By clicking on the column headings, the entries can be sorted in ascending or descending order.
The search and filter functions can be used to find specific companies.