Organization

This section comprises information about the most important business components: employees, organization structure, customers, products, and other. Use them to record and control the completeness and the currency of the information about the organization in various areas of activity.

Companies

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The company list is used to store information about all the organizations with which your company does business. You can specify the type of the company activity, set up dependencies or the type of relationship with your company. If some of your company's branches or departments are located in different regions, you can use the Locations list to specify their location.

Employees

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The list of employees is used to store detailed information about the personnel of the company working in the organization under the employment contracts. With this list you can specify the work schedule of employees, create an account, configure access through roles and establish relationships with other users and user groups.

Contacts

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This article explains how to create contacts required to establish relationships between services, agreements and contracts.