Companies List Page

Project Notes keeps a list of your companies. Native contact synchronization can associate a contact's company with an existing company or create a separate company after you review an uncertain match. Your edition of Project Notes may have a customization that imports and exports company names from other enterprise applications such as an accounting system or customer relationship manager. Native matching uses saved source identities and asks you to review uncertain company matches.

The Companies List Page Layout

To navigate to the Companies List Page, click the Companies icon in the icon rail. The view of companies can be filtered using the Filter Tool, or narrowed with the quick-search box above the list.

To create a new company:

1. Click + New in the bar above the list, or choose New Record from the app menu (the menu icon at the top of the icon rail).
2. Type in the Name — the change saves automatically.

To delete a company:

1. Right-click the company's card (or click its ⋮ button) to open its menu.
2. Choose Delete.
3. Click Yes to confirm the deletion. Note: You may not be able to delete the company if it is associated with other project information. In this case, clicking Yes opens the Search Page — see Search Page for how to work with search results.

To edit a company:

1. Click the company's card to open it.
2. Type in the new Company Name — the change saves automatically.