Add company in the Our companies tab
To add a company in the Our companies tab, it must first be registered as a company in SuperOffice CRM. Do this in SuperOffice CRM. To add a company in the Our companies tab, search for it first.
Open the Users screen.
Select the Our companies tab.
Click the Add button below the company list.
The Find dialog opens. If there are already search criteria entered in this dialog, but they are not ones you want to use, click the Deactivate all button to remove them or remove the checks from the checkboxes for the relevant criteria.
Search for a company. See details below.
When you have selected the company you require and clicked OK, it is displayed in the list.
How do I search for a company?
In the list box to the right of the field you want to search on, choose if you want to search for a company that Starts with, Contains or Equals the search criteria you enter.
You can specify several different search criteria, for example name, code, telephone number or email address. If you specify several search criteria, a search is performed for companies that fulfil all the criteria simultaneously.
Click to find out more about the various search criteria
The fields below correspond to the fields on the company card.
- Name: Enter the whole or start of the company name.
- Number: Enter the whole or start of the company name.
- Code: Enter the whole or start of the code.
- VAT No.: Enter the whole or start of the VAT no.
- First Name: Enter the whole or part of the first name of a contact at the company.
- Last Name: Enter the whole or part of the last name of a contact at the company.
- Telephone: Enter the whole or part of a phone number for the company.
- Email: Enter the whole or part of an email address for the company.
- Match also: Here you can specify further search criteria.
When you have specified the required criteria, click the Find button.
When the search is finished, these are the possible outcomes:
One hit: the company that matches the search criteria is displayed in the list.
Two or more hits: The Find dialog is displayed with a list of matches. Here you can select the required company in the list and click OK to go to that company.
No hits: A message is displayed stating that no record matches the search criteria. Click OK, and search again using different criteria.