This table holds information about the companies that interact with your organization. Each Company record is assigned a role, which is used to categorize the records, as well as determine the fields that appear on their layouts. A few examples of company roles that are included by default in the out-of-the-box system are customers, vendors, prospects, or manufacturers. As one of the more prominent background tables in the system, the Company table contains mostly static data, and thus does not have any associated workflow actions.

Company record layouts change depending on the Primary Role they are given when the record is created. This is similar to how the People table is broken down into subtables of Employees and External Users, but prevents the need to split the Companies table into separate subtables for Customer, Vendor, or Prospect records, etc. Record layouts change because sometimes, a certain Company Role record requires additional or different information. However, regardless of Company Role, the majority of the Company record layout stays the same.

Each Company record uses specific tabs that contain data about:


Use Case

Company records can be created in a variety of ways:

Many other tables link to information stored in the Company table, which is partially why Company records can be created in other places, and how Company records themselves can create new records in other tables. When a new Company record is created, the address information is inputted under the Locations and Contacts tab, and then stored as an individual Location record in the Locations background table. A Company with the Parent type may have several Location records, such as one for their billing office, for branch locations, and for their headquarters. If the location in question doesn't already exist as a Location record in the system, the new Location records are created automatically when Company records are created, similar to how Company records can be created when new Lead or Contract records are created. This connectivity allows workflows to run optimally while minimizing the potential for human error. For example:


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 Company Documents, and then selecting the Rules tab:

Details on each rule are included in the list below:


Ownership

Placeholder content:

Records in the Company table are owned by the individual that is named in the ID field of the Key Info tab. To view Group permissions for creating, editing, viewing, and deleting, visit the Permissions tab of the Company table wizard.

Field used to define ownership: ID

Matching field in People table: Company ID