Address Book > Detail View | Company Tab

Company Tab

Click on the Company tab to enter the information about the contact's company.

 

 

company tab

 


 

When you add a new contact and their firm is not in DesignSmart, you will be taken to the screen below to enter the company information.

The employees for this firm will be listed in the section below. To jump to the contact page for a specific employee, click on the arrow to the left of their name.

 

company info

 

 


 

 It can be helpful to link companies that have some relationship to one another.  An example of a related company would be a sales        rep with the companies she represents.

 

 To link a company to another company, simply click the Add Related Company button and select the related company. In the screen        shot below, the related company is Acme Carpet LLC.

 

 Click on the related company name to see a list of the employees in that company.

 

related companies



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