Related Articles
Creating Companies
To create a new company in Thread, go to the Companies page on the left menu. Click on + Company on the top right corner. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to find the company ...
Company Migration - converting existing companies to new module
Company Migration Wizard If you have existing companies still as version 1, and you are unable to edit the company details, you will see at the top right corner of your Companies page in Thread, a button called Company Migration. This will open the ...
Company Type and Status - Admin
You can create company types and statuses that can then be applied to newly created or existing companies. You can then view companies based on their type or status in the Companies tab. So, if you want to view all companies that are consultants or ...
Changing a Company Client on a Matter
If you need to change the company that you entered on the matter to a different one, you can follow the steps below, provided the matter has not been billed yet. If the matter has already been billed, you would need to first unissue the bill, where ...
Creating and Deleting Contacts
New contacts can be easily created on Thread by using the Quick Create Button in the bottom left corner. Once you've created a contact, you can link it to a matter, add important documents, answer relevant questions, and much more. 1. Click on the ...