Companies Questions

How To Delete a Branch From a Company Contact Record#226: To delete a branch from a company contact record, open up the record in full edit view mode and scroll down to the branches. Select the tab with the branch you wish to remove and click on "Remove Branch."
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Companies
Contact types: Employees, People, and Companies.#123: "People" contacts are your most basic form, used for customers or suppliers, etc. "Companies" are meant to be represent a separate company. You can group "People" into companies. "Employees" are users that have a paid license.
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ContactsCompaniesEmployeesPeople
How do I Turn on Customer/Client Access for a Project?#76: You must first enable global customer access through "Settings" -> "Contact Settings", and then grant a specific customer access by going to the "Permissions" tab on their profile. Then just enable client access on that project when creating it.
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PermissionsCustomer PortalCompaniesProject Collaborating

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