The companies page
The list of every company — searching it, reading a row, and opening a company.
Open Companies from the sidebar to see every business you have entered, newest first. The list fills most of the page, with an Add new company panel down the right side that stays in view so you can add one at any time.
What's on this page
| Element | What it does |
|---|---|
| Search bar | Filters the list by company name as you type |
| Companies table | One row per company, with its details and a link to open it |
| Add new company | The panel on the right for entering a new company |
| Rows per page | Sets how many companies show at once: 25, 50, 75, or 100 |
| Pagination | Moves between pages with Previous and Next, and shows the current page |
The table
| Column | What it is |
|---|---|
| ID | The company number, shown as #12. Click the heading to sort. |
| Name | The company's name |
| Company type | Client, supplier, or partner |
| Tax ID | The company's tax or VAT number |
| Reg NO | The company's registration number |
| Contact name | The person you deal with there |
| Contact email | Their email |
| Contact phone | Their phone |
| Actions | A Details button that opens the company |
Searching
The search box filters the list by company name. Type any part of a name and the list narrows as you go; capitalization does not matter, and it searches names only. Clear the box to bring the full list back.
Opening a company
Use the Details button at the end of a row to open that company, where you can see its full record and edit it. Adding a company is done from the panel on the right, covered next.