Using the tabs in the Companies windows

Contacts tab

The Contacts tab appears in the Company window and shows all members of a company. From this tab, you can add additional contacts or remove contacts from membership. Use the Options menu to customize the columns.

Documents tab

From this tab, you can add external documents to a company or group record, such as Microsoft Excel spreadsheets. This lets you easily open and edit documents in their original application while you are working in ACT! Premium for Web Server. See About the Documents tab for more information.

Notes tab

By default, all notes associated with the current company appear in the Notes tab, but you can use the Dates and Select Users filters to change the display of the notes. From the Options menu, you can choose to customize columns, which allows you to add or delete columns that display on the tab. For information about working with notes, see Working with notes for a contact, company or group.

History tab

A history item is automatically generated as the result of an action such as a meeting was held, an e-mail message was sent, a file is attached to the company record, etc. You can also manually create a history item to document an action performed, such as sending a fax. From the History tab, you can use the Dates, Types, and Select Users filters to change the display of the history items.

Activities tab

From the Activities tab, you can view all activities scheduled with a company. You can schedule, reschedule, and sort the activities from the tab. For more information, see About activities.

Opportunities tab

By default, all sales opportunities for a company appear in the Opportunities tab. You can filter the list by date, status, user, and contact, and create and complete opportunities. For more information see About opportunities.

Company Info tab

The Company Info tab appears in the Company Detail window. This tab includes fields that are automatically maintained by ACT! Premium for Web Server such as the Create Date and Record Creator fields. However, you can designate a Record Manager for the company.