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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions

Company/supplier records are used throughout the system, especially in Property Management

Once added they can be used on any record where company/supplier details are needed, such as a Works Order

A solicitor is also added as a company - for information on adding a solicitor company record, click here for a video guide

1. Search for & add new company record

Before adding a new company, check that there isn't a record already on the system

Click Universal Search
(magnifying glass top left)
Enter your search text (e.g. company name) and press enter
If not found, at the bottom of the menu bar
- Click Add New
- Select New Company

A new company record will be created, as shown in step 2

2. Enter company/supplier details

Enter the main details for the company/supplier on the left side of the screen

Company - add company name
Office - enter office location when there is more than one office for this company
Business - click the link and choose what type of business this is (e.g. Accountant, Estate Agent, Solicitor) or, where a supplier, select Supplier and choose the supplier type in the field below
Options to store ID Check documents/details and whether the company are Non-VAT registered are available
Enter the address & contact details for the company/supplier
Areas Covered allows specific locations that this company/supplier covers (optional)
Opt out of marketing - tick if this company/supplier doesn't want to be contacted by your company for marketing purposes
Click Save

You can now add Staff details to this record, see step 3

3. Add staff details

In the Staff section (on right):

Click Add
If the staff member has a contact record on the system already (or you want to add them as a contact), click Select contact record
Or, click Add staff name

Adding a contact record allows a high level of detail for the staff member to be stored (compared to adding a staff name)
If choosing to Select contact record, search for the contact record (or add new), double-click when found
If choosing to Add staff name, enter the staff details, as shown right, click Accept

4. Supplier details

From the Supplier details tab:

Accreditations

Click Add to add details of new certificates, or double-click existing ones to edit

Payments and Terms
(for Client Accounts users)

Click Transactions or Payments to view information for this supplier
The supplier's Bank details, Nominal Code, agent Commission rate and Terms description are also entered here

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Use the Docs button to store electronic versions of documents/letters/certificates for this company/supplier

Click Docs then drag and drop the file over the Document Management window

5. Contact details

From the Contact details tab:

Use the top section to add contact/journal notes
Once saved, these notes are non-editable
Click Tasks for the option to save tasks related to the current company/supplier
Negotiators / Offices allow you to set the internal Key Contact and other contacts/offices who deal with this company/supplier

6. Activity tab (journal)

The Activity tab pulls together activity for this company/supplier including works orders they are involved with

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