Create a new company
In the Company screen you can enter information about companies on several levels, represented by the three Company, More and Interests tabs. To insert a comment on a company, use the Note tab.
Check out the video on how to create a company.
The Company tab
Click New on the top bar and select Company.
In the empty company card, enter the name of the company in the field at the top of the Company tab. Company name is mandatory and highlighted with red text.
In the Country field, enter the company's country. The correct address format for this country is updated automatically in the Company tab. You can set your current home country from System in the preferences.
Enter the required information in the other fields.
Default field values and list values (such as business and category) are specified in the Preferences dialog.
Click Save to save the information entered, or click the More tab to enter further information about the company.
What goes in the various fields
If, for example, the company is an organization with several departments, you can specify a department in the Department field.
The address fields available will depend on which country is selected. The default is the country that your organization belongs to.
Having selected the country, the correct address format for the remaining address fields are inserted automatically in the Company tab.
In the Zip code field, enter the company's postal code. If you enter a postal code that is defined in the SuperOffice database, the city name is filled in automatically if it is empty. You can also type in the city name in the City field and a postcode is proposed in the postcode field.
The Phone field brings up a table with Telephone and Description columns. Enter a phone number and a brief description of what sort of number it is, for example, Switchboard. You can enter several phone numbers. Click outside the table when you are done, or press TAB until the table closes.
In the Fax field, enter a fax number in the same way as for Telephone.
In the Website field, enter the address of the company's homepage on the Internet in the same way as for Telephone.
In the Email field, enter the company's email address in the same way as for Telephone.
In the Our Contact field, your name is displayed automatically. Clicking the arrow brings up a list box where you can choose the name of someone else from your organization.
In the Category field, select the category the company belongs to from a predefined list of categories. Click the arrow to show the category list. This field is mandatory – if you leave it blank, you cannot save the company.
The Code field automatically suggests a code for the company that you are creating (after you click Save). The code is based on the company name. However, you can enter a different code.
In the Number field, SuperOffice CRM automatically enters the next available company number. The default setting is 10001 for the first company number and the value increases by 1 for each new company. You can change this default setting in Settings and maintenance.
In the VAT No. field, type in the company's VAT number or similar number.
In the Business field, select from a list of different predefined types of business. Click the arrow and choose the business that best matches the company you are creating. This is mandatory.
In the Main contact field, select the contact who should be the main contact for this client. You must add contacts to the company first.
Three of the user-defined fields from the More tab may also be displayed here, as defined in Settings and maintenance. The fields displayed can vary from user group to user group.
The lower left corner of the company card contains two checkboxes: Stop and No Mailings.
Check Stop to inform associates that they should pay particular attention to a certain company. A stop sign is displayed on the company card. It may also be useful to insert a note informing your associates why this company is marked with a stop. It is only possible to put a check in this field in edit mode.
Check No Mailings if you do not want the company to receive direct mailings. This field may be checked in edit mode only.
Go to the More tab. This tab contains user-defined fields for companies. If, for example, your organization needs to have fields for the number of employees in the company or for its turnover, you can specify in Settings and maintenance that these fields are to be inserted here.
Enter the information.
Click Save to save the information you entered, or click the Interests tab to enter information about the company's interests.
You can also edit the company information in the More tab by clicking Edit.
Go to the Interests tab.
In edit mode, specify interests by checking the relevant boxes. Settings and maintenance defines which interests are displayed.
When the tab is in view mode, only the selected interests are displayed. When you are in edit mode, there may well be further interests options available.
If you select one or more interests in the Interests tab, a dot is displayed next to the tab's name.
When you have entered the required information in all three tabs in the Company screen, click Save. This will create a company card for the new company.
Interests can be useful for defining selections. If, for example, you defined reference account as an interest, you can create a selection that contains all your reference accounts. This makes it easy to produce a marketing campaign aimed at this customer group.
The www tab (Company screen)
In the www tab, you can specify a shortcut to a URL address, to get information from other applications via a URL. The URL address can be specified using a template variable. The www tab can be displayed in several places in SuperOffice CRM, as defined in Settings and maintenance. If you click a shortcut, the linked URL address opens.
In the Labels tab in the Options window in Settings and maintenance, you can specify a different name for this tab than www. You can also specify a different location in GUI - Web panel.
Here you can click Open in separate window to view the web page in a separate browser window.
The ERP tab (Company screen)
If your organization has a licence for SuperOffice Integration Server, the ERP tab is displayed in the Contact and Company screens.
If a company is connected to the ERP system, any contacts associated with this company can also be connected to a matching individual in the ERP system.
The Note tab (Company screen)
Here you can enter information of any kind. The contents of this field is searchable via Free-text search.
Add record as a favorite
To add a record to favorites, click the star icon in the corner of the relevant card, tab or dialog. The star turns yellow , and the record is instantly added to favorites. You do not have to click Save.
Now you can quickly access the record by clicking from the Navigator menu. The favorites are also available in the side panel.
If you try to enter a company that is similar to one that is already in SuperOffice CRM, the Duplicates dialog appears, to prevent you from unintentionally registering an existing company. Choose if you want to continue working with the current record or go to one of the records listed at the bottom of the dialog.
You can open the company's Internet home page from SuperOffice CRM by clicking the address specified in the Website field on the company or project card. The page is then opened in your default browser.