CardExchange Solutions Documentation

External Company Options

Manage External Companies

Many organizations use contractors, cleaners, gardeners, etc., these are defined as External Companies. In this section, you can add all your external companies and manage them. 

Add External Company

To add a new External Company, click on the + button in the top right, indicated below.

In the box that appears on the right, fill in the name of the Company, and provide a description. You can also set it to Active. Click on Save to save your changes, or Cancel to discard your changes, and return to the External Companies Overview.

Edit External Company

To edit an External Company, click on the Pencil icon to the right of the External Company that you would like to edit, indicated below.

Change the values to your preferences.  Click on Save to save your changes, or Cancel to discard your changes, and return to the External Companies Overview.

Delete External Company

To delete an External Company, click on the Red Trashcan icon to the right of the Application, indicated below.

This will open a message box asking if you are sure you would like to delete the External Company. Click on Yes to delete the External Company, or click on No to cancel the delete operation, and return to the External Companies Overview.