Companies

This Page is Part of the Documentation of TT-CRM (22.05 “Apollo”)

Companies are a major feature of TT-CRM.
Once a company is added, it can’t be deleted. A Company holds the major information about itself, contacts that are related, and bank accounts.

A company can have unlimited Contacts and unlimited Bank Accounts.

To add a Bank Account, you have to go to Companies and press the button “Add new Record”.

Once the Company is created, it will appear on the Company Overview Page.

You can now Update the major information about this company or start editing the related Data of Contacts and Bank Accounts.

These Actions are available on the Detail Screen.

If you create a new Contact, the Company is filled out automatically on the Contact Form.