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Contacts and Companies

Contacts and Companies

Everything about contacts and companies in Productive

Kresimir avatar Mihovil Nakic avatar
7 articles in this collection
Written by Kresimir and Mihovil Nakic

Company code

Learn how company codes are generated
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Written by Mihovil Nakic
Updated over a week ago

Companies

Company list is usually a list of your clients. Each company can have multiple sales deals and contacts which you add here too.
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Written by Kresimir
Updated over a week ago

Contacts

Your contacts are all the people you collaborate with. You can have your employees, clients and contractors here, or other contacts too.
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Written by Kresimir
Updated over a week ago

Adding a New User or a Contact

You can invite new people if you want to add them as users to your account. Invite people by sending an email or providing them with a link.
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Written by Kresimir
Updated over a week ago

Viewing User Details

You can get detailed activity reports for your users. Their work log, time entries and projects are listed on their personal profile page.
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Written by Kresimir
Updated over a week ago

Editing a user

If you want to edit a user, you can change their permissions, cost rate, tags, or even deactivate them if they don't work with you anymore.
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Written by Kresimir
Updated over a week ago

Changing permissions

Permissions give users different access roles in your account. Change permissions at any time from the personal profile page of each user.
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Written by Kresimir
Updated over a week ago
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