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This guide has been reviewed against our global client base and classed as relevant all 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


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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