What this does: Companies let you group contacts under a single business record. This is useful for keeping client records organised – for example, linking multiple contacts from the same business to one company record, or filtering requests by company. Companies are optional but recommended for businesses with multiple contacts per client.

Adding a new company

  1. Click Companies in the left-hand menu.
  2. Click Add Company.
  3. Enter the company name and any additional details.
  4. Click Save.

Editing a company

  1. Go to Companies in the left-hand menu.
  2. Click the company name to open its record.
  3. Update the relevant fields and click Save.

Linking contacts to a company

You can link a contact to a company when adding or editing the contact. In the contact record, use the Company field to search for and select the relevant company.

Viewing all contacts within a company

Open the company record to see a list of all contacts linked to it and any requests associated with that company.