Within Teamwork Desk, you can
view and manage your companies via the
site-level People area.
Go to the People
area of your site and select the Companies subsection
to view a list of your current
companies.
The companies will be displayed
in a list view and include the company
name, profile image, and contact details.
You can also see a count of the number of
people associated with the
company. Clicking a company's name
will
bring you to the company details
view.
Above the list of companies, you
can use the quick search field to search
for a specific company, either by name or
email address.
The results count below the
quick search field will show the total
count of companies on your site by
default. The count will updated to reflect
any search term or filters applied.
At the bottom of the Companies tab, you can page through the results list
using the arrows to go to the next page of
results. Alternatively, you can select a
specific page number to view or choose the
first or last page options.
Filtering
To filter the list of companies,
select the filters icon in the top
right.
A filter pane will open to the
right of the companies list where you can
filter by:
- Created before - view only companies
created
in your Teamwork Desk site before a
certain date.
You can save your selected
custom filter conditions so you can easily
apply them in future. They can be accessed
via the Saved Filters tab.
Managing columns
To the right of the column
headings for the companies list, you can
click the column options icon to choose
which associated columns you want to
view.
Adding companies
In the top right corner of the Companies area, you can use
the Add company button to add a new company to your site.
A modal will open, with fields
for you to input the company name,
domains, and Customer Portal
permissions.
Deleting companies
You can use the checkboxes to the left of each company to select one or multiple companies to delete.
Importing companies
The company import option allows
you to quickly add a list of companies to
your site via a CSV file.
For more information, see: People