Page Comparison

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

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