¶ The Company Tab in Contacts
This article covers our Contact Companies feature. Here you can add the details of companies you engage with, track tasks, and organize contacts affiliated with the company. With one look, you can see all the contacts you have that are associated with a company and their details.
¶ Step 1: Navigate to the Contacts tab, and select the Company feature at the top.
- To Add a new company click “+ New Company”
_NOTE: Users with Admin permissions can create and edit new company accounts that will be added to the list. If the ‘New Company’ button is not present, then your user account does not have permission to edit the information in this section. _
- Fill out all of the relevant fields and click save.
When creating a company, the following fields should be completed:
- Company Name (mandatory): Required text field.
- Phone Number: Optional field.
- Email: Optional field.
- Website: Optional field.
- Description: Optional field.
- Street Address: Optional field.
- City: Optional field.
- Postal Code: Optional field.
- Country: Optional field.
- Validation: Only mandatory fields are validated; phone numbers and email addresses are checked for format only, not for accuracy.
¶ How to Edit or Update Company Details:
To update an existing company’s details, navigate to the Company tab, click on the company you would like to edit, and make the necessary changes in the window that shows on the right side.
¶ Advanced Filtering, Sorting, and Search Capabilities
- Customize List View: Select which fields to display for a more streamlined and relevant view.
- Advanced Filtering: Use filters on both standard and custom fields to refine record searches.
Flexible Sorting: Organize company records by any field, including Name, City, or custom parameters.
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Create, Edit, and Manage Custom Fields: Personalize company records by adding, modifying, and updating custom fields to track key data points relevant to your business.
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Navigate to Settings -> Custom fields and click on “Add Custom Field” to start adding new fields
¶ How to Delete a Company:
To remove a company, go to the Company tab, check the box next to the company name, and select “Delete”
¶ Important Note:
Deleting a company will not remove its associated contacts from your contacts list. It only clears the company information from the Company tab of those contacts, leaving the tab empty.
¶ Adding Tasks and Notes
Access the Tasks Pane:
- Open a company record.
- Click the task icon on the rightmost pane.
- This opens the Tasks Pane and the Create Task sidebar , where you can apply filters, sort, and search tasks.
Access the Notes Pane:
- Open a company record.
- Click the note icon on the rightmost pane.
- This opens the Notes Pane and the Create Note sidebar , allowing you to filter, sort, and search notes.
¶ Step 2: To add a Contact to a Company
- Open a Company Record
- Click on the Associations icon on the rightmost pane.
- Add contacts
- Save
¶ Step 3: Once saved, you will see your Contacts in the company sub-tab
¶ Step 4 : If you’d like to use the “business name” field in contacts to create a company and associate contacts with it, you can go to Settings > Companies, and select the below setting.
If you’d like, you can retroactively do this as well from the pop-up after enabling.
¶ FAQ
Question: Can I add multiple contacts to a single company?****
Answer: Yes, you can associate multiple contacts with a company by selecting the Associations icon within the company record and adding the relevant contacts.
Question: What happens if I delete a company?****
Answer: Deleting a company removes it from the Company tab , but it does not delete the associated contacts. Those contacts will remain in your database without a linked company.
Question: How do I enable automatic company creation from the “Business Name” field in contacts?****
Answer: Go to Settings > Companies and enable the setting that allows contacts with a business name to automatically create and associate with a company. You can also apply this setting retroactively.
Question: Can I customize the company fields to track additional information?****
Answer: Yes, you can create custom fields by navigating to Settings > Custom Fields, clicking on “Add Custom Field” , and defining the data points you need.
Question: Why don’t I see the “New Company” button?****
Answer: If the “New Company” button is missing, your user account does not have the necessary admin permissions to create or edit company records. Contact an administrator for access.
Question: How can I filter or sort company records?****
Answer: You can use advanced filtering, sorting, and search capabilities to manage your company records. This allows you to filter by both standard and custom fields, and sort records by any field, such as Name, City, or custom parameters. For a more streamlined view, you can customize the list to display only the fields most relevant to you.
Question: Can I search for companies by custom fields?**
Answer:** Yes, advanced filtering and search allow you to find companies using both standard fields and custom fields.
Question: Does the system verify if the phone numbers or email addresses I enter for a company are real?**
**Answer: No. While the system performs a validation check to ensure the phone numbers and email addresses are in the correct format, it does not check them for actual accuracy or authenticity.
Question: Can I limit which team members are allowed to delete Companies?
Answer: Yes. Deletion is an administrative privilege. If a user does not have Admin Permissions enabled in their profile, they will not be able to delete company records or modify core company settings, protecting your database from accidental data loss.