9. Companies

The Companies section in SynergyOS Workflow centralizes the management of business interactions with other companies.

Access a unified view of all companies you interact with, with recent interactions or newly added companies at the forefront for easy access.

Adding Companies

Initiate a new company record with a click on 'New Company' in the toolbar. Detail the company with a name, contact information, and other relevant details to maintain a well-documented record.

Organizing Companies

Utilize the Navigation Pane to categorize companies into folders or employ SynergyOS's tagging mechanism for a structured view. Advanced filtering options facilitate precise company retrieval based on tags, interaction dates, and more.

Company Interaction History

Track interactions, projects, and contracts associated with each company in the Main View, providing a holistic view of your business relationship.