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Company Tab 27-May-2017 8:00 am Posted by: Vista Support

Add Client Company

You can add Client Companies and assign customers from specific company.

Click Companies from Client tab from the Drawer menu bar.

Click the Add New button.

Write the Company Name, Description and notes for this Company. (Only Company Name is required field.)

Now click Save to add this Company in the Company list.

Quick Create Company

Click Companies from Clients Tab from Drawer menu bar.

In Left sidebar, you can see Quick create for Companies.

Enter the name of the Company.

Click Submit to save the company name.

Search Company Name

Go to Companies list. (Clients -> Companies from Drawer menu.)

Above the Companies list, you can see a search bar. Enter Company name you want to search.

Click Go. You will get the appropriate result.

Edit/Delete Company
Edit Company Details

Go to Companies list. (Clients -> Companies from Drawer menu.)

Click the Pencil icon under Action to edit Company details.

Enter all the details you want to update.

Also, you can edit or delete the Clients listed under that Company.

Delete Company

Click the Trash icon under Action from Company List.

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