Companies Module

The Companies module allows you to create and manage company contacts. You can use these contacts in 4ALLPORTAL when you want to link a personal contact with a company, for instance.

Open the module via the mega menu by clicking icon  . 

Note:  The visibility of company contacts to you may be restricted by your company’s data privacy rules.

1. Search Fields

Use the search fields to search for specific objects in your 4ALLPORTAL. This screenshot shows an example with the search field "Global search", which searches all the fields in the Companies module.

Note:  Search fields are customized for your organization. There is usually a custom search section defined for each user role. For example, user role "Marketing Department" can use different fields to search for assets than user role "Product Manager".

You can find further information in section Search Fields.

2. Toolbox

The toolbox provides you with a range of different actions and/or functions, depending on the module in question.

For example, you can create or delete objects or open them in the detail view.

Note: Toolbox functions are usually customized for your organization. The options and functions available to you depend on your user permissions. Another user may be able to use options that you cannot use as a result of your restricted user permissions.

Contents of Companies Module