Creating a Company

To create a company, perform the following steps:

  1. Use the left side bar menu to select Relationships, then the sub-menu Companies.
  2. To create a new company, click on the add () icon at the top right of the screen.
  3. On the popup, enter the following details:
    • Name - enter the new company name here.
  4. Click Save.
  5. Tip - if the new company did not appear, try refreshing the page.

Editing a Company

To edit an existing company, perform the following steps:

  1. Use the left side bar menu to select Relationships, then the sub-menu Companies.
  2. Scroll or use the search function to find the company you wish to edit.
  3. Click on the edit () icon, then follow the instructions from step 3 in Creating a Company, above.

Creating a Company’s Office Details

To create an office for a company, perform the following steps:

  1. Use the left side bar menu to select Relationships, then the sub-menu Companies.
  2. Scroll or use the search function to find the company you wish to edit the office details of.
  3. Click on the inspect () icon to bring up the company’s office details.
  4. To create a new office for this company, click on the add () icon to the right of the Offices heading.
  5. On the popup, enter the following details:
    • Name - This is the name of the office location: this is the only required field, others may be left blank if desired.
    • Address - This is the street address of this office location.
    • Phone - This is the office main phone number.
    • Fax - This is the office main fax number.
    • Email - This is the office main email contact.
    • PO Box - This is the office PO Box address.
  6. Click Save.
  7. Tip - if the new office did not appear, try refreshing the page.

Editing a Company’s Office Details

To edit an existing office of a company, perform the following steps:

  1. Use the left side bar menu to select Relationships, then the sub-menu Companies.
  2. Scroll or use the search function to find the company you wish to edit the office details of.
  3. Click on the inspect () icon to bring up the company’s office details.
  4. Scroll or use the search function to find the company’s office location you wish to edit.
  5. Click on the edit () icon, then follow the instructions from step 5 in Creating a Company’s Office Details, above.