Companies / contact relationships

Often you'll come across a situation where a number of individuals you interact with belong to the same organization. In those cases, you may want to group those individuals into a "company" - sometimes called an "account" in other systems.

Contacts are grouped into companies on the basis of their company name. Contacts which share a company name are grouped into a company.

One of the contacts in the company will be set as the primary contact. All of the other contacts in the company are secondary contacts.

When creating a new contact, the company field suggests the names of existing companies as it's being filled in:

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Orders for contacts within a company

If you raise a sale or a purchase for a secondary contact, then that sale will be on the secondary contact's record. The sale will be visible on both the company timeline and the contact timeline.

Financial transactions for contacts within a company

Any invoices or other financial transactions will always be assigned to the primary contact. This allows you to have a centralized accounting contact with a number of different buyers, for example.

Financial transactions will never appear on a secondary contact's timeline.

Viewing a company

To view a company record, use the Quick Search or use the filters on the contact listing to search for the company name.

When the results are displayed, click on any of the contacts within the company to open their record. At the top of the screen click on the company name. The company record lists all the "colleagues" and displays the history and notes from all of the contacts within the company.

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Changing the primary contact of a company

Open the contact's record (or the company) and navigate to the Colleagues tab.

Click the Make primary button to transfer financial records and other primary contact associations to that contact.

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