Company Labels are used throughout e-manageONE to show Companies / Company Records and the companies information such as the Address & Phone #.
Magnifying Glass
This shortcut allows you to add or change the company shown in the label by selecting search > Fill in Company Name > Tab (on your keyboard) > Highlight Company on Bottom > Drag & Drop
Remove
Select this icon to remove the Company shown in the label
Building Icon
You can select this button to open the Company shown in the label
Copy
This will copy the entire text of the label to allow you to paste virtually anywhere
Use the “Attn” field to add a Contact if necessary and “Save”. You can free form this field or drag and drop a Contact into the Company Label. If using the drag & drop method it will also pull the Company Information attached to that Contact.
Other Functionality
You can drag and drop any company, contact or lead from the Main Search Tool (lower left corner) onto this label to set the company (and Attention if a contact or lead). If the label is for an end user record, you will be asked to confirm the change of the location of a project to the newly dropped company location record.