Companies
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A company can have multiple roles (e.g., supplier, customer) with IDs for different systems (e.g., ERP).
Each company can have multiple contacts and addresses.
See the Basic Actions page for more info on standard actions (search, sort, edit, delete etc.).
Create Company
Section titled “Create Company”Click Create to create new company. When the company editor opens, enter or click the Search icon as required and the drop-down menus to search and select data wherever applicable.
Fill in the relevant details and click Save to save the company details after editing or Save and New for a new company.
After confirming creation, other tabs of the editor are available.
Addresses Tab
Section titled “Addresses Tab”Click the Addresses tab to search or add address associations for the newly created company.
Contacts Tab
Section titled “Contacts Tab”Click the Contacts tab to search/edit/delete contact associations for the newly created company.
