The default tab when navigating to Laboratory Management > Companies is Search Companies. The following search tools and filters are available to locate any particular company:
The search results can be exported in CSV format by clicking the ‘Export List’ link in the top right corner of the results area.
Company contacts can be viewed in the Contacts tab. Existing contacts can also be linked to the company here. External contacts are created in the Contacts module (Laboratory Management > Contacts > New Contact). For contacts to be listed in this tab, they must be associated with the company.
Clicking the row of a contact will jump to the contact’s record.
To associate a contact within the company record:
It is also possible to link a contact to a company from the contact’s record. However, the Company field in contact records is search-as-you-type so the company has to be created before a contact can be associated with it.
Contacts can be removed from a company’s list by clearing the Company field in the contact’s record.
All of the fields in the General tab of company records are editable and can be updated at any time (by clicking the pencil icon) while the company is active. Any changes made are registered in the Changelog tab.
The company details can be printed/exported in PDF format by selecting the option, ‘Print Details’ from the Actions dropdown menu and clicking, Go.
When a company is no longer dealt with, it can be inactivated so it is no longer listed or available for selection in other records. This option is also found in the Actions dropdown menu (Set as Inactive).