The Companies screen is where you can add, edit, duplicate, remove, import and export companies in Projectal.

Getting to the Companies screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Companies button to display the Companies screen.

Companies screen toolbar

The Company screen toolbar has the following buttons:

• Add - to add a new company
• Edit - to edit the selected company
• Delete - to delete the selected companies
• Duplicate - to make a copy of the selected company
• Import - to import a list of companies from a spreadsheet or PDF file
• Export - to export the list of companies to an Excel spreadsheet (XLS) file
• Quick Search - to search and filter the list of companies using some text
• Filter - to search and filter the list of companies using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of companies by the designated color of a selected data attribute

Editing Companies

Double-click on a cell to edit a value for the company.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific companies.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.