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Adding a new company

1. Right-click or hover over on New and select Company.
2. Type the first few letters of the company name, and click Enter Company Details. The system searches for possible duplicate company names. If no potential duplicate company is found, the New Company page is displayed.
3. Fill in the details for the new Company record. Your System Administrator determines the minimum amount of details you must enter.
4. Click Save. You may need to scroll back to the top of the page to do this.

See Also:

Company fields

Address fields

Phone and email fields

Person fields

Person phone details fields

Person email fields

Adding a company with multiple sites

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