📄️ Companies overview
The Companies module is the central place in SHIPM8 where you manage all your business relations. Each company record can hold contact persons, postal and…
📄️ Finding companies
The Companies overview shows all company records you have access to. From here you can browse, search, and open any company.
📄️ Creating a company
You create a new company from the Companies overview using the + New button. The form opens as a modal dialog over the current page.
📄️ The company detail page
Opening a company takes you to its detail page. This page brings together all information and activity for that company in a two-column layout.
📄️ Inviting a company to the Customer Portal
If your SHIPM8 environment includes the Customer Portal, you can invite a company to register and log in. Once invited, the company can access the portal to…