Companies Tab

Companies Tab

1. You can enter the Companies Tab by selecting "Companies" from the drop-down menu. 

1. Select the company you want to inspect and edit it by clicking it in the companies-listing.

2.Create a new company (See the guide: Adding a company)

3. Create a report of the company listing.

4. Add a new contact to a company and set a contractor as a foreman or give them a CongridLITE license.

5. Edit a company's information.

6. Delete a company (See the guide: Deleting a company)

By clicking section 1, a company-specific page will open. On this page you can inspect and edit the latest events.

1. Send a CongridLITE invite or invite a subcontractor to a project.

2. Add a new contact for a company.

3. Create a note to a company

4. Create a report for company-specific notes 

1. Send a CongridLITE invite To send an invite you need an email address and a preferred laguage.

2. To add a contact fill the requested information.

If you want the contact to receive automatic email updates regarding notes, enter the recipients email address in the email address field and tick the Contact is visible in mobile client box.

3. Add a note to a company.