Add new Company record
Note : You will only be allowed to create, if you have the required security role allocated to you. If you do not have the rights to create and you wish to be added to the site, contact us your support team
From the menu, select Company - Create. The following form will appear :
You need to specify the following data :
Field name |
Data type |
Company Name |
Freetext. This is a mandatory field. |
Phone |
Numerical. This is a mandatory field. |
Website |
Freetext |
|
Freetext. This is a mandatory field. |
Address line 1 |
Freetext. This is a mandatory field. |
Address line 2 |
Freetext |
Town |
Freetext |
County |
Freetext. This is a mandatory field. |
Postcode |
Freetext. This is a mandatory field. |
Once you have entered the information on the form, you will have the option to Cancel, Cancel, Create & New and Create.
Click on cancel to exit the form.
Click on Create, if you just want to create 1 company record.
Click on Create & New, if you want to create the company record and then create another contact record.