By adding People, Companies, and Equipment to a Cropwise Financials Organization, you can include these details in production records such as Tasks and Invoices.
• People
• Companies
• Equipment
People
To add a Person to an organization, navigate to 1) Resources > 2) People and then click 3) + Add Person.
Enter the Person's info. Name is the only required field. All other details within Basic Info, Address Info, License Info, and Notes are optional. Once finished, select Save.
Companies
To add a Company to an organization, navigate to 1) Resources > 2) Companies and then click 3) + Add Company.
Enter the Company Info. Name is the only required field. All other details within Basic Info, Address Info, and Notes are optional. Once finished, select Save.
Equipment
To add Equipment to an organization, navigate to 1) Resources > 2) Equipment and then click 3) + Add Equipment.
Enter the equipment Name, Type and Current Status. All other details within Basic Info, History Info, and Notes are optional. Once finished, select Save.
For software support or any questions you may have, please reach out to our Customer Success team.
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