When adding a record for a company to the CRM, the only required information is the Company Name, however each record can contain a range of details, for example, a list of Contact people and their associated details, Department Names and address details.
1. Click the CRM, then select Add New Customer.
2. Complete the Company details, then click Save.
The Company will be added and the Summary page will be displayed, the left navigation will update and provide the following selections.
Note: Selections may vary according to your system setup.
The table below will outline the purpose of each section and the options available within each section.
| Navigation Item | Description | Tool Buttons Available |
| Summary Information | An overview of the company information, this location can be used to view the default contact and their contact details. The company details can be edited, deleted and a summary of their Account notes and any Tasks & Calls can be viewed. |  |
| Departments | The company departments can be listed, this may include the Head Office details (Main), Accounts, Marketing etc. Within this section a department can be selected and the details edited or a new Department can be added using the Add New Department button in the top right corner. |  |
| Cost Centres | Assign a cost code and add a name to the Cost Centre for the company and set it as a default. Multiple cost centres can be created using the Add new Cost Centre button in the top right corner when this option is selected.. |  |
| Contacts | All the individual company contacts are visible, click on a contact to edit their details, or click the Add New Contact button to create new individual records. Contacts can be bulk uploaded into the system, please contact Support if you would like this to be done. |  |
| Address Book | Manage the company addresses including their physical address or add a postal address. An existing address can be updated by clicking on it, editing the details and selecting Update. Alternatively, for new addresses click the Save as New Address. |  |
| eStore | Create a new eStore for the customer, this option will only be visible if you have the B2B eStore module enabled on your account. If you would like this feature, please contact Support. |  |
| Products | All the products allocated to the company will be listed. |  |
| Emails | Any emails sent from the system to the customer can be viewed in this centralised location. |  |
| Records | Any system records such as estimates, online orders, jobs, and invoices for the customer will be displayed. |  |
If you have any further questions, please contact Support.