Tell me about updates

Connecting a Contact to a Company

Company Module Overview

This module is designed to support managing contacts by company. You can create a company, and company types and then add contacts to the company. You can also set permissions for secure areas by company and company type similar to managing user groups.


Navigating to Contacts

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Contacts
  • 3
    When the listing appears, search for the contact you wish to link to a company
  • 4
    Click the Edit icon
  • 5
    Select the company for this contact by starting to type the company name
  • 6
    If the company does not exist, you can create a new company
    Companies and Contacts

Managing Companies

Contacts are generally connected with Companies. See how to manage companies.

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    You click on Contacts -> Companies and create a new Company.
  • 3
    Input the Company Name in the textbox, choose Company Type in the drop-down list, and click the Create button.
    Companies and Contacts
  • 4
    The company was created successfully.
  • 5
    You can click on the Edit icon on the left to update the company.
    Companies and Contacts

Managing Company Types

Contacts are generally connected with Companies. See how to manage companies.

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    On the admin dashboard, click on Settings > Contacts Settings > Company Type
    Companies and Contacts
  • 3
    Input the Name and Description
    • Name - the name of company types
    • Description - the description of what kind of company type you are adding on
  • 4
    Order - the list and order from the grid display
  • 5
    Click Create once done
    Companies and Contacts

Linking Users with Logins to Secure Portals to a Company

After creating the Company you may want to give them access to a secure portal, this is optional

STEP-BY-STEP
  • 1
    Create the new User
  • 2
    We recommend using User Groups and limiting the permissions of the User.
    Companies and Contacts
  • 3
    On the left navigator, click on User Management > Users
  • 4
    Click Create New User button and input user information
    Companies and Contacts
  • 5
    Enter the user information under the Basic Info tab
    Companies and Contacts
  • 6
    Click the User Groups field and select the Group for this user in the options. The group controls the access for the user. Examples may be:
    • Sales
    • Service
    • Suppliers
    Companies and Contacts
  • 7
    Scroll down to the bottom then, click the Create button.
    Companies and Contacts
  • 8
    You should be able to see the newly created user in the User Management.
    Companies and Contacts

f