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Explanation Clients or Departments Module

Ellis Verstegen avatar
Written by Ellis Verstegen
Updated over a year ago

Welcome to the Companies or Departments module.

The "Clients/Departments" module is divided into three subcategories, namely:


Within the Businesses/Departments database, you have the ability to search for businesses/departments using keywords. Additionally, you can add, modify, view, or delete businesses/departments. Furthermore, you can attach extra files and access the contact persons and contact log.

In the Contacts database, you can search for contact persons associated with clients/departments using keywords. You can also add, modify, view, or delete contact persons. Moreover, you can review all email communications, tasks, memos, and the contact log.

Finally, in the Intermediaries database, you can search for intermediaries using keywords. You have the option to add, modify, view, or delete intermediaries. Additionally, you can access the contact log.


More information:


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