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Overview | Contents

Create/Modify a Company:

  • Click Companies folder in Folder List, to display Companies list. 
  • To create a Company:
    •  On the File menu, click New... 
  • To modify a Company:
    • Double click on a Company in List View to show the Company Window. (You can also open by clicking Open on the File menu)
  • Enter/Modify all the desired fields or by using the default LookUp Values.
  • Click on Save and Close  button on the toolbar in the Company Window.  Automatically saves and closes the window.

Most of the Company fields are self-explanatory.  The following fields need some description.

General Tab:

  1. Phone Number fields: These are smart fields.  You can enter the phone number (10 digits) without any spaces or dashes.  For example, you can enter 8005551212 x12.  For entering country code (outside US, Canada), start with a plus (+) sign.  You can click on the Lookup button on the phone number field to see how the application decoded your input. Also by clicking on the Phone link you can dial automatically, if you configure your computer with the Phone system.
  2. Categories Button: You can assign multiple categories for each Company.  Click on the Categories button and check the desired categories.  For example, you can assign "Vendor, Prime Vendor, SAP Vendor" to a contact.   
  3. Groups Button: You can assign multiple Groups for each Company.  Unlike categories, this allows you to 'profile' Company based on non-professional classification.
  4. Owners Button: You can assign one or more 'Owners' for each Company.  Owner is the person who will be interacting with this Company.

QNotes Tab:

  1. Archived Box: Check this field to Archive the Company.

User Fields Tab:

  1. Ten fields are provided for you to add additional data.  You can customize the user fields by using the Database Designer.