Shared Features Overview - Company
The Company and Contract Profiles contain several of the same links since there are features that are available to both companies and contracts: Documents, Additional Forms, Events, Tasks, Messaging, Projects, and History. However, a browse screen in a Company Profile contains different data than a browse in one of its Contract Profiles, and a few of the browse screens contain different components. For example, the History screen in a Contract Profile contains Work Log History and True-Up History tabs that are not present in the Company Profile.
The Workflow Wizard is also available from both the Company Profile and Contract Profile, and flows can be run on both Profiles.
The following shared browse screens are available from a Company Profile:
The following shared features are available from a Company Profile:
