The Company Object feature enables the creation of a distinct entity called “Company,” allowing contacts to be associated with it. Essentially, this serves as a grouping tool, organizing multiple contacts under a single company while providing a unified view of their collective activities.
Introduction of the Company Object Feature:
How to create a company?
To create a company head to Contacts > Company > New Company
Fill out the information in the fields provided and then click on Add Company:
Please Note:
The following fields are to be filled out when creating a Company:
Company name (mandatory): Open 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: For mandatory fields only (Phone and Email are validated only for correct format, not checked whether they are actual phone numbers or E-mail addresses)
How to edit/update Company details:
To edit the details of an existing company, Go to the Company Tab and hit the 3 dots next to the Company and hit Edit Company:
How to Delete a Company:
To delete a Company, Go to the Company Tab and hit the 3 dots next to the Company and hit Delete Company:
Please Note:
Deleting a company does not delete its contacts from your contacts list, it only removes the Company information from that contact's Company tab
This tab here:
Becomes blank:
How to add contacts to a company:
At the moment the only way to enter contacts into a Company is by manually heading into their Company tab, Searching for a company, and then adding them to it:
You can mark multiple contacts and then switch between them for ease of adding contacts to a company in bulk:
How to remove a contact from a company:
To remove a contact from a Company please head to the Company tab, click on the company you want to remove the contact from, Switch to Contacts inside the Company tab, Hit the Trash button next to the contact you want to remove from that Company, When prompted to confirm, Click on Yes.
Please Note:
Removing a contact from a Company does not delete the contacts from your contacts list, it only removes the Company information from that contact's Company tab and removes them from the list of contacts in that company.