Companies

Any company that you do business with can be added to your database. The company list will typically become a database of your clients and suppliers, and can include agencies, production companies, advertisers, and other facility houses.

Company records can also be linked with Contacts - noting an employee/employer relationship.

Searching for Companies

1. To search for an existing company, select the 'Company' option from the Admin section of the main menu.
2. A new browser tab will open which gives you some basic criteria to use to locate the company record.
3. Enter some criteria and click the 'Search' button.
4. To open the company record click the link in the ID column or the company name column. The company details page will open in a new tab.
5. If you already know the company ID, you have the option of opening the company record without accessing the search page.
6. To do this, select the Company > [Find] option from the Company line in the main menu. Enter the ID when prompted, then click OK to open the company details page.