The Company Tab

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The Company Details screen is where users can view and edit company information that is linked to either Contacts or Clients. Company Details are broken into multiple views which include General, Addresses, Numbers, and Contacts.

 

Opening a Company Tab

 

  1. Use the Search bar to search by Company name.
  2. Expand the Companies result list.
  3. Select the name of the Company.

 

A Company can also be opened from a linked Client or Contact record by selecting its name in the General view of these tabs.

 

Tier Availability: Track, Team, Business

 

Note: During the process of managing Company information, many input fields populate their dropdown options by pulling in List Values. More information on List Values can be found in the article List Values.

 

Article Contents

 

 

 

Navigating Company Views

 

The Views panel of the Company tab includes information about the Company and offers the following views: General, Addresses, Numbers, Contacts, and Prospects.

 

 

Editing Attributes

 

Requires Security Rights: Edit/Merge Company Names

 

Some views, such as the General view, contain attributes and information that define the Company. To edit these attributes:

  1. Select Editedit.png at the top-right of the view.
  2. Make any necessary changes in the window that appears.
  3. Select Save.

 

 

Adding Records

 

Requires Security Rights: Edit/Merge Company Names

 

Other views, like the Addresses and Numbers views, contain lists of records attached to the Company. In these views, records can be added by performing the following steps:

  1. Select Addadd.png at the top-right of the view.
  2. Complete the required fields in the window that appears.
  3. Select Save.

 

 

Views on the Company Tab

 

The aim of this guide is not to provide an exhaustive list of Company fields and properties. However, any items of particular note are covered in each view's section, below.

 

 

General

 

The General view allows users to view/edit the existing Company name that resides within the Company Information grid. Users can also view if the Company listed is linked to a Client record. Use Editedit.png at the top-right of the grid to make changes to this information.

 

Merging Company Records: The merge function allows the data from two Company records to be combined into a single record. To perform a merge, select Moremore_options.png > Merge and then enter the name of the target company and select it. Select Save to complete the request.

 

Deleting the Company

 

Requires Security Rights: Maintenance

 

Company records can be deleted so long as they are not linked to a Client. To delete a Company:

 

  1. Select Editedit.png at the top-right of the General Company Information grid. The corresponding window displays.
  2. Select Marked for Deletion.
  3. Select Save.
  4. Next, the record must be deleted via the Data Deletion Manager. Navigate to Maintenance > Data Deletion; the corresponding tab opens.
  5. Select Company Names from the Views list on the left.
  6. Hover over the Company's entry in the grid and select Deletedelete.png on the right-hand side.

 

Note: A Company cannot be deleted if any of its Addresses or Numbers are linked to a Client or Contact record.

 

 

Addresses

 

 

The Addresses view allows for adding, editing, and deleting a Company's address information. These addresses can be easily synced with a linked Client record or any linked Contacts.

 

Use Addadd.png at the top-right of the grid to add a new address, or hover over any address entry to display the Editedit.png and Deletedelete.png options on the right-hand side. For more information on working with addresses, refer to the article Addresses and Numbers for Companies, Clients & Contacts.

 

 

Numbers

 

The Numbers view allows for adding, editing, and deleting a Company's phone number information. These numbers can be easily synced with a linked Client record or any linked Contacts.

 

Use Addadd.png at the top-right of the grid to add a new number, or hover over any number entry to display the Editedit.png and Deletedelete.png options on the right-hand side. For more information on working with numbers, refer to the article Addresses and Numbers for Companies, Clients & Contacts.

 

 

Contacts

 

The Contacts view displays all of the Contacts that have been linked to this Company. These Contacts can share any Addresses and Numbers added to the Company, if desired. Double-click on a entry in this grid to open it in a new Contact tab.

 

Contact records that have been deactivated but which are still linked to the Company can be viewed by selecting Moremore_options.png > Show Inactive.

 

For more information on working with Contacts, refer to the following articles:

 

 

 

Prospects

 

Add-On Availability: SalesPitch

 

The Prospects view displays any SalesPitch Prospect records that have been linked to this Company. For more information, refer to the article Managing Prospect Information.