Business/Group Dashboard

When you first go to Contacts you will be given a list view and three different options - Clients, Businesses and Contacts. If we select Businesses this will bring up a list of all the different businesses that have been added into your TM3. There are four different classifications for a business contact - corporate, hospital, insurance and staff.

The image below shows us the Business dashboard

If you want to search for a business you can do so by clicking on the text field above the blue bar that says 'Search Businesses'

You can also do an advanced search that will let you search by a specific business field: 

On the dashboard, you are also able to sort each group by different columns for if you wish to sort it by the name of the group you can select the name tab this will sort all the records in alphabetical order. This can either been done in ascending or descending order.

This can also be done with every column:

  • Group Reference number
  • Name
  • Contact
  • Address
  • Telephone number
  • Email address
  • Web address
  • Balance
  • Location

If the business records text is in red it means that the business currently owes money. The amount they currently owe can be found under the balance column and will be a minus number. If the balance is not a minus number it means that they currently have money on their account

Once you select the View button this will bring you to the contacts record which you can find out more on in the Business Record in Detail article.