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- Key Info: holds contact information, basic financial information, and some representative information of the company, and goods and services provided by Vendors.
- Locations and Contacts: contains embedded tables for Location and Contact records that relate to the company.
- Sales Info: contains embedded tables for Opportunity, Quote, and Purchase Order records that relate to the company.
- Related Records: contains embedded tables for Support Case, Contract, Insurance Certificate, and Asset records that relate to the company.
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- When new Insurance Certificate records are created from the Related Records tab of the Company record, the Insurance Certificate Owner gets notified 14 days before one or more certificates is due to expire, provided that there is at least one active or pending contract. The Insurance Certificate Owner's information can be found just above the Insurance Certificates embedded table.
- When new Insurance Certificate records are created from the Related Records tab of the Company record, they are automatically linked to all Contract records associated with that company.
If a Company record has a Primary Role of Vendor, their Company record contains a link to the Goods and Services table. This table displays the list of goods and services selected by the given Vendor. This list can be used to filter Vendors by the goods and services they provide.
Automation
In the Standard System Demo, the Company table contains four rules. These rules are accessed by expanding the Company table in the left pane, selecting Setup Companies, and then selecting the Rules tab:
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