9.8.3.�Companies

To access the master list of Companies, select the "Companies" option. The following screen will appear:

Companies Master List

The "Companies" screen displays information on all existing Companies, including Company number and Company description.

The use of Companies can be enabled or disabled by default at the system level.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Company.
EDIT: Enables you to edit highlighted Company. The edit screen is the same as that for creating a new Company—except that when editing, the fields will contain Company information. Double-clicking on a Company will also bring you to the editing screen.
VIEW: Highlight a Company and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Company and then select this button to remove the Company from the list.

Right-clicking on a Company in the Companies list enables you to select from the following menu options:

View: Highlight a Company and then select this button to reach a read-only view of the "Edit" screen.
Edit: Enables you to edit highlighted Company. The edit screen is the same as that for creating a new Company—except that when editing, the fields will contain Company information. Double-clicking on a Company will also bring you to the editing screen.
Delete: Highlight a Company and then select this button to remove the Company from the list.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To add a new Company, select the NEW button. The following screen will appear:

Create New Company

When creating a new Company, you are presented with the following options:

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Company, returning you to the previous screen.
SAVE: Creates the Company and adds it to the master list of Companies.