|Help Page||Company Record|
|See Also||Company Address Record, Contact Record, Demographic Link Record, Company Name Record, Rep Company Link Record, Order Record, Transaction Record, Company Type Record, Agreement Record, Communication Record|
The Companies page is split up in to three areas. Details (Top Left), Addresses (Top Right) and Tabs (Bottom)
The Details area displays the Company Code, the Primary Name, the Web Address, a general email address such as firstname.lastname@example.org and the Company Type.
There is also a button that you can use to create a New Order for this Customer.
The Address area displays a list of company addresses along with the associated contact numbers. Additional help for this section can be found here Company Address Record.
The Tabs show a number of different details relating to the company and are listed below.
This tab displays a basic list of all the contact names associated with that company along with their Telephone, Mobile, Email address and Primary Role within the company.
You can view the contacts in more detail by clicking the contact ID in the first column.
You can add new contacts by clicking the New button in the top right.
You can also Delete and Edit contacts from here by clicking the buttons on the right of the list.
The Contact Record will display as red to alert you if the Contact has opted out of communications.
The Contact Record will also display grey if the contact is inactive.