When you open a company from the CRM list, you’ll see more than just basic information. The Company Details view includes multiple tabs to help you manage:
- Contacts (Persons)
- Linked Projects
- Branch Companies
- Activity Log
👥 The Persons Tab
In the Persons tab, you can:
- Add contacts such as employees, sales representatives, or service personnel
- Store email, phone numbers, and roles
- Keep the list of relevant contacts for follow-up activities
Use Case Example:
A project manager adds a site contact for a supplier to ensure the right person is contacted for deliveries.
🏗️ The Projects Tab
The Projects tab shows which projects the company is linked to.
This helps you:
- Track the company’s roles across multiple projects (e.g., Owner, Supplier, Partner)
- View project statuses without switching modules
Use Case Example:
A supplier is delivering parts to several projects. The Projects tab shows all connections in one place.
🌐 The Branch Companies Tab
If the company is part of a larger group, use the Branch Companies tab to:
- Add subsidiaries or branch offices
- Create a parent-child company structure
- View all linked branch companies under the main company
Feature
Purpose
Add Branch Company
Link new companies as branches or subsidiaries.
View Structure
See the relationship between the main company and branches.
Manage Roles
Track which branch handles specific services or deliveries.
📝 The Log Tab
The Log tab shows a history of changes made to the company record.
This helps you:
- Track who changed what and when
- Monitor updates for compliance and auditing
- Maintain a traceable activity trail
🛠️ Example Use Case: Managing a Complex Supplier
A supplier provides equipment to multiple projects and has different contacts for each delivery.
Using the company details tabs, the team can:
- Add multiple persons for different roles
- Track which projects the supplier is involved in
- Register branch companies for different regions
- Monitor change history in the log
🔒 Security & Access
- Who can manage company details?
Users with CRM editing permissions. - Who can view company tabs?
All users with CRM access can view the data.
❓ FAQ
Q: Can I remove a branch company?
Yes, but you need to ensure there are no active connections blocking the removal.
Q: Are changes in the log permanent?
Yes, the log keeps a permanent record of all changes for traceability.
Q: Can I link a person to multiple companies?
Yes, but you must add the person separately under each company where they are relevant.
