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Coachview Knowledge Base

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Companies and persons

Companies and persons: introduction.

Introduction All relationships are recorded in different files using the function 'Company' and or the function 'Person', which you can find under function group 'Search'. Think for example of a company, a location where you give training, a catering company, y...

Company: set up company category groups and categories.

Distinguish and search for one or more companies more easily. Use a category to indicate whether a company is a customer or a prospect, or perhaps a supplier, to which region or industry it belongs, etc. Use a category group and the corresponding categories. Company category group: main cate...

Company: create company file.

Introduction Relationships are recorded in Coachview with the help of company and personal files. The details of your customers, locations where you provide training, a catering company, your own company, etc. are recorded in a company file. This information is recorded in various tabs. Which t...

Company: change data of companies in bulk

Introduction. In Coachview it is possible to quickly change the following data for one or more Companies: Add or deleetone or more compay categories. Change opt-in / opt-out. That's how you do it: Open the search screen with business files. In the 'Search' menu, click ...

Hoe kan ik gemakkelijk zoeken in de lijst met bedrijven.

How can I easily search in personal or company files? Can I search for a specific word or letter combination? You can search in Coachview for an exact match or a partial match with a company name. For this purpose, it is useful to have the following list at hand: Fill in Explanation R...