Skip to content
English
  • There are no suggestions because the search field is empty.

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.

  1. Navigate to the Companies module and open a company record.
  2. On the right side of the screen, you will see collapsible panels for:
    • Contacts
    • Projects
    • Payments
  3. 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.