Companies
- Ryan Seymour
You can find this module at the Global level only.
This is where you can add, edit, and delete the companies from the portal. A company can be added as a local company or imported from a supported PSA integration. If you start with a local company, it can be mapped to a PSA at any time afterward.
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Table of Contents
Companies - Details
Access the Companies from the Settings category.
You can create a new company by clicking the Add button or using the three-dot Action menu to Edit or delete an existing one.
Add New Company
Delete Single Company
Delete Multiple Companies
Companies - Toolbar Options
Alerts
View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.
Info
Tap here to view your V4 Getting Started Info.
Help Link
Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.
Layout Settings
Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.
I prefer the Teal color, Light mode, and Classic layout with an asset table view.
Get Support
Our support team is here to help. Use one of three options to start a support request.
Email to support@connectsecure.com
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