View and manage company records
Review the list of companies, inspect key details, and use table tools to sort, search, and navigate company records.
This guide is designed for project manager.
Steps
Step 1: Open the companies table
Navigate to the section of the application that displays the companies table to see all available company records in a structured list.
Step 2: Review company details in the table
Scan the table columns to review each company’s key information, such as name, identifiers, and any status or summary fields shown.
Step 3: Sort and filter the company list
Use the table’s column headers or built-in controls to sort companies and apply any available filters to narrow down the list.
Step 4: Search for a specific company
Enter a company name or other keyword into the search box (if available) to quickly locate a specific company record in the table.
Step 5: Open a company record for more detail
Click on a company row or its action control (such as a view or details button) to open the full company record in a separate page or panel.
Step 6: Navigate between pages of companies
Use the pagination controls at the bottom or top of the table to move between pages when there are more company records than fit on one screen.
Last updated: 2026-09-01