Adding Additional Company Names

BusiPro allows you to attribute multiple names to a single company. For example, a large company may have a number of different divisions that all operate under different names. This page allows you to maintain a list of separate company names that are all held under the single parent company entry. You can also link an additional company name with a specific contact and address. Setting these links will allow you to insure that any correspondence you create will automatically be addressed to the correct company and address.

 

Adding an Additional Company Name

  • In the Names tab of the main Companies screen, go to 1.Company Names.
  • Click on the New Button to the left hand side of the grid
  • BusiPro will automatically generate a new code for this name. The code is important for linking names to contacts and addresses.
  • Enter the Company Name, a short name for searching purposes will automatically be added as you type in the name.
  • Click on the Done button. The window returns to Names page.
  • To save, click the Tick Button.

 

If you wish to link a different address to this name, please see Linking Company Names to an Address

Editing an Additional Company Name

  • In the Names tab of the main Companies screen, go to 1. Company Names
  • Click on the Name you wish to edit, and hit the Edit Button or double click on the Name line.
  • Any contracts/orders that are linked to this Company Name will be displayed in the grid to the right hand side. To edit any of these contracts/orders, select by clicking on the line and hit the Edit Button.
  • When finished editing, click on the Done button to return to the Names page.
  • To save changes, click the Tick Button.

Deleting an Additional Company Name

  • In the Names tab of the main Companies screen, go to 1. Company Names
  • Select the Name you wish to delete by clicking on the Name.
  • Click on the Delete Button.
  • A pop-up message will appear, Delete Other Name? Click on Yes.
  • Click on the Tick Button to save changes.