Masters Companies Feature

Keep track of companies and contracts in the Companies feature.

  1. Go to Administration > Masters > Companies.

    Companies Feature

  2. Click the Add Company button.

    Companies Feature

  3. From the Add Company window complete all fields.

    Companies Feature

    1. Enter the Company Name.

    2. Enter the Short Name . This should have no spaces. This is the label code and does not display to the DSPs.

    3. Select the Company Type from the dropdown.

    4. Enter the Contact Person First Name and Contact Person Last Name. This can be a general contact such as the company name.

    5. Enter the Address, Postal Code, email and phone number. Use the accurate address and phone number. You may use a fake email address.

  4. Click Save.

  1. Go to Administration > Masters > Companies.

    Companies Feature

  2. Locate the company. Under the Actions column, click the Ellipsis, and select Edit.

    Edit Company

  3. The Edit Company panel opens. Make the necessary edits and click the Update button.

    Edit Company Panel

  • Use the three dots under the Actions column to Edit, Delete, or Add Contract.

  • The Edit button only allows you to change the company name, short name, and external reference number. No other fields can be changed.

  • The Add Contract button takes you to the Contracts List in Administration > Masters.

  • Click the + button to read more details about the company.

  • Click Filter to search by company name, company type, phone number, and postal code.