How to View a Company's Associated Contacts, Projects, and Payments
When viewing a company's detail page, you can see all associated records in the panels on the right-hand side.
- Navigate to the Companies module and open a company record.
- On the right side of the screen, you will see collapsible panels for:
- Contacts
- Projects
- Payments
- Click the arrow on any panel to expand it and see the list of associated items.
Tip: You can also link Contacts and Projects to the company directly from this page by clicking on the links icon.
