Link Company Names to a Contract

Additional company names can be linked to a Contract.  You may wish to do this, for example, when the banner name of a company taking a stand, or the contract needs to be listed under a trading name. Only companies that have been previously linked to this contract will be available. For more details on linking companies to a contract see Contract Companies page.

  • The additional company names must first be entered onto the company record, for more information see Additional Company Names.
  • In the hot area of the contracts screen, search for the contract you wish to link to another name.
  • Go to the fifth tab Other, and the second subtabbed page Contract Names.
  • The name of the main company will already be listed in the grid.
  • To add another, click on the New Button to the left hand side of the grid.
  • Searching in the Company Code field will bring up a list of all the companies that have been linked to this company. Choose a company and click on the green tick button.
  • Right next to the Company Code button is the Name No field.  Searching in the Name No. field will bring up a list of additional names added to the company record. Click on the required name and click on the green tick button.
  • To delete the link, highlight the name line and click on the Delete Button.

Remember to save any changes to the contract by clicking on the green tick button.