The Companies and Contacts module assists in organizing the parent/child relationship between a Company and multiple contacts. Click the Companies/Contacts sub-menu under the Contacts tab, to manage Companies and Contacts.
Managing Companies and Contacts
Search for Companies or Contacts
In the web-based Companies and Contacts Organizer, multiple contacts can be stored together as a part of a single company record.
Use this page to search for Companies and Contacts that are already in your database, or click the Add Company button to create a new record.
Admin users can now export contact search results. An excel file will be available for export will all Company and Contact fields. There is also a 'Date of Last Job' field. This field will provide the date that the contact was last used in Report Writer's Job Manager.
New Companies / Contacts
Once you’ve saved a new company record you will see the Contact List section appear under the Company Details.
Choosing the Countries; United States, Canada, and Mexico, will delimit the State/Prov. Dropdown. Users can choose the appropriate country to format International Phone Numbers.
To add or edit a contact within your database, use the icons at the bottom of the Contact List area. Users can Copy company address and company website to pull in company parent data.
Search and add contacts to Excel using the Excel-based Contacts Search form.