Welcome to the Companies page. This is where you can store and manage information about all the companies you work with.
Companies
The Companies section allows you to manage company records within the system. From here, you can view existing companies, add new ones, update company information, or remove companies that are no longer needed. This section is accessible from Administration → Companies in the main navigation.
Viewing the Companies List
When you open the Companies section, a table is displayed showing all companies currently stored in the system. Each row represents a company and includes key information such as the company name, contact name, address details, phone number, and email address.
At the top of the table, you can choose how many entries are displayed per page using the Show entries selector. On the right side, a search field allows you to quickly locate a specific company by typing part of its name or other visible information. The list updates automatically as you type.
You can also organize the list by clicking on column headers such as Company Name, City, or Email. Clicking a header will sort the companies in ascending or descending order based on that column.
Adding a New Company
To add a new company, click the green plus (+) button on the Companies list page. This opens the Add Company form, where you can enter all relevant company and contact details.
At the top of the page, you have the option to select from existing contacts. This allows you to link a company to a contact that already exists in the system, instead of creating a new contact manually.
Company and Contact Information
In the Add Company form, begin by entering the Company Name, which is a required field. You may also provide additional company-related information such as the VAT ID, tax number, and tax office.
Below this, you can enter contact person details, including salutation, first name, and last name. These fields help identify the primary contact associated with the company.
Address Details
The address section is used to store the company’s location information. Enter the street address, zip code, city, and country. Required fields must be completed before the company can be saved. An optional field is available for additional location-related information, which can be used for notes or special instructions.
Communication Details
Further down the form, you can enter the company’s communication details. This includes the country code, area code, phone number, and extension. An email address can also be provided to ensure the company can be contacted electronically. Required contact fields must be filled in to successfully save the record.
Saving or Canceling
Once all required information has been entered, click the Save button at the bottom right of the page to create the company. If you decide not to proceed, click Back to Companies to return to the Companies list without saving your changes.
Editing Company Information
To modify an existing company, locate it in the Companies list and click the edit (pencil) icon next to the company. The Add Company form will open with the existing information already filled in. Make the necessary changes and click Save to update the company record.
Removing a Company
To delete a company, find it in the Companies list and click the delete (trash) icon next to the record. You will be asked to confirm the action before the company is permanently removed from the system.