...

Companies may be created by conversion from the Leads or Contracts table. Members of the Admin, Professional ServicesBusiness Admin, Contract Manager, Contract Creator, Contract Owner, Marketing, Project Manager, Support Staff and Sales groups may also create new Company company records directly. For contract management users, companies can be created with an action button when filling out a new Contract contract record.
The Company table contains mostly static data, and thus does not have any associated workflow actions.

Company address information is stored in the Locations background table and displayed on the Locations and Contacts tab. A parent company may have several locations, e.g., a billing office, branch locations, and headquarters.

Image Removed

Image Added

Many As a background table, many other tables link to the information stored in the Companies table. The Related Records tab shows related tables for Support Cases, Contracts, Insurance Certificates, and Assets. When relevant, new Insurance Certificates are typically added from the Company record. An Insurance Certificate Owner is defined just above the Insurance Certificates related table. The Insurance Certificate Owner is notified fourteen days before one or more certificates is due to expire, provided that there is at least one active or pending contract. In the certificate record, the Main Contact is the primary contact at the vendor company.

Image RemovedImage Added

Insurance certificates added to a company record are automatically linked to all contracts associated with the vendor company. See the Insurance Certificates Table for more information.

Ownership of Companies

...