Company - Setup

Company - Setup

Goal

This article explains how to create a new company record, save the basic information, and complete additional details using the sections and tabs on the page. You will also learn how favorites, descriptions, private comments, report links, and related pages work together.

Procedure

Step 1: Open the companies page

In the main menu, open the companies page.


Step 3: Click Add new

Click Add new to create a new company record.


Warning
Do not close the page before you click Save. Unsaved changes will be lost.

Step 4: Enter the basic information, then Save

Fill in the basic fields for the company. You can edit these fields later. Click Save to continue. After you save, more fields become available.


Idea
You can always return to the company later to update or add more details.

Step 5: Review the new sections at the bottom

After you save, additional fill-in sections open at the bottom of the page. Scroll down to see and complete them.


Step 6: Complete Favorites, Description, and Private comment

Some dropdown options in the Favorites section only appear after you add the related information in the tabs at the bottom of the page. The text you enter in Description will be visible on the quotations and orders pages. Private comment is only visible on the company page.


Warning
If a dropdown in Favorites is empty, first add the related data in the tabs below. Then return to Favorites to select it.

You can connect this company to specific reports for different purposes. Use the available fields to select which report to use. A separate article will explain how to configure report settings.


Idea
If you do not see the report you need, finish the report setup first, then return to this company record to link it.

You can save extra details in the tabs at the bottom of the company page. The same information can also be added from the related pages to the left: contacts, addresses, activities, and projects. The data stays in sync.

Idea
Choose the path that fits your workflow: either update the tabs on the company page or work directly in the related pages. The result is the same.

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