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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 enquiries@mycompany.com 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.


Communications allow you to leave notes for colleagues or reminders for yourself.

To add a new communication click on the  button.

In the new window you can select the communication type from the drop down (selecting the company info option will add to the info tab as well as the communication tab). You can then write the text for the communication. 

Finally you can link to a product and a company, you can add a contact and put it on a specific order. 

After this click the  button to add it to the database.