Tabs on the Company card
Section tabs on Company
The bottom of the screen contains the following default section tabs:Contacts that are not associated with a company, can be found in the Contact screen.
Company
All information related to a company - be it your customer, partner or supplier - is stored on the Company card/screen in SuperOffice CRM.
The Company screen provides an instant snapshot of all information related to a company, such as customers, partners, or suppliers.
At the top, the Company card displays key details about the company, such as contact information, category, and main contact person. You can navigate between companies using the Previous and Next buttons () at the lower right of the card.
Below the card, the section tabs allow you to view additional information and manage related records, like contacts or activities.
The screen also lets you search for companies, create new records, manage contacts, write documents, and generate follow-ups.