Community Module
The community system simplifies tracking information about the companies and persons you deal with. See also Customers and the Debtor Card
People
Can be a lead, customer, supplier and employee
Track Certifications, Licenses and SOP training completion by approved certifying agents with attached scanned documentation and expiry dates
Track assets assigned or owned and companies owned
Employees and contractors
Rosters and assignments for employees and contractors
Time sheets or time on jobs tracking
Track expenses and spending of company cash
Overhead recovery rates for management reporting
Can access the system via Roles
Companies
can be a lead, customer and supplier
Track Certifications and Licenses by approved certifying agents with attached scanned documentation and expiry dates
Track Assets assigned or owned and companies owned
Track multiple owners (with % ownership)
May have departments you deal with