We’ve improved the Companies feature in Kraken Business Suite™, making it more user-friendly and adaptable. Now, you have more control over your company records for easier data access and streamlined workflows.
What’s New:
- Custom Fields: Easily add, edit, and update custom fields to tailor company records to fit your business needs.
- Field Management: Choose which fields to display for a streamlined List View.
- Advanced Filters and Sorting: Apply filters and sort records by fields like Name, City, or any custom criteria.
- Enhanced Search: Locate companies using standard or custom fields.
Why it Matters:
These updates allow for more flexibility in managing your business information, simplify your daily tasks, and give you quick access to the data that matters most.
How it Works:
- Go to Contacts, click Companies.
- Use “Manage Fields” to adjust visible columns.
- Open “Advanced Filters” to set criteria for filtering.
- Sort records by selecting a field in the List View.
- Search using the search bar across all fields.
- Add new fields via Settings > Custom Fields.
- Enjoy upgraded Tasks and Notes panes with filtering, sorting, and search options.