Invoices – Contractors – Companies

Company

Here we have the ability to view and edit customers/suppliers. It is possible to simply
search by NIP, Name, or narrow down the list of companies to a selected group.

In addition, we have the option of the so-called advanced search. To activate this function
, click on the binoculars icon.
A window will appear with a list of fields by which we will be able to search our list of companies.

We can also edit the selected company, delete or add a new one.

You can search for a company in the online database of the Central Statistical Office by clicking the button

We also have the option of printing a
transfer for a selected company. To do this, use the command „Menu of additional options – >
Print the transfer”.

To add a task, meeting or contact (phone, e-mail or letter) use the “CRM” menu.

The first two options are connected to the organizer.

Using the third option, we can add a contact to the contact history.

We can also edit these contacts when editing the company data in the “Contacts” tab:

We can also edit the tasks in the “Tasks” tab: