Located: Main menu –> Settings –> Companies

A SpyderFlow Subscriber must contain at minimum One (1) company but can also be multiple.

• Default page when select Companies is the List of Companies landing page.
• List of Companies page is same as other ‘List of’ pages with Bulk Action (Select Action), Customisable columns, +Create New, Search, Clear Filters and Export.
• Companies listed can be Filtered by columns as viewed and selected to go into each company for further information.

Click to select company from List of Companies

• Each company contains tabs: Details, Financial, Related and Activity.

Note! Company Financial Tab over rides Subscriber Settings so if set up in each Company this is where your system will get financial details from.