> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a new company

> Create a new company

In the **Company screen**, you can create and manage company records, including custom fields and additional data. Watch this [video guide on creating a company][1].

## Steps to create a company

1. Click **New** on the top bar and select **Company**.

2. In the **Company** tab:

   * Enter the **Company name** (mandatory, marked in red).
   * Fill in the **Country** field. This updates the address format for that country automatically. Your home country is preselected by default based on your preferences. You can change this in **Personal settings** > **Preferences** > **System**.
   * Complete any additional fields as required, such as **Zip code**, **Phone**, **Email**, and **Website**.

   ![An empty Company card showing mandatory and optional fields. -screenshot][img1]

3. Select a category and business type in the **Category** and **Business** fields. Both are mandatory to save the record.

4. (Optional) Add more details:
   * Go to the **More** tab to [enter custom fields][12].
   * Go to the **Interests** tab to [specify interests](#interests-tab).
   * Go to the **Note** tab to [add notes][5].

5. Click **Save** to ensure all information is stored.

<h2 id="fields">
  Key fields explained
</h2>

The following fields are available in the Company card. Some fields are filled automatically, while others require input.

<Note>
  Fields and layout may vary based on [Screen designer][9] configurations and other UI customizations.
</Note>

* **Department**: Specify a department if the company has multiple branches or divisions.
* **Address fields**: Adjust automatically based on the selected country.
* **Zip code and city**: If you enter a postal code defined in the SuperOffice database, the city name will fill in automatically if the field is empty. You can also enter a city name manually, and a postal code will be suggested.
* **Phone/Fax/Email/Website**: Enter multiple entries with descriptions, such as *Switchboard*. Click outside the table or press TAB to close the input table.
* **Our Contact**: Automatically assigns your name. Click the arrow to choose someone else from your organization.
* **Main contact**: Select the contact who should be the main contact for this client. Contacts must first be added to the company before they can be selected.
* **Code**: Automatically suggested after saving the company. The code is based on the company name but can be manually edited.
* **Number**: Automatically assigns the next available company number. The default starting number is 10001 and increments by 1. This setting can be adjusted in Settings and maintenance.
* **VAT No.**: Enter the company's VAT or similar identifier.
* **Stop** and **No Mailings** checkboxes:
  * **Stop**: Indicates special handling is required for the company. If you select **Stop**, a stop sign appears on the Company card. You can also add a note explaining why this company is flagged. This option is only available in Edit mode.
  * **No Mailings**: Prevents direct mailings to this company.

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.

## Duplicate detection

If you enter a company similar to one already in SuperOffice CRM, the **Duplicates** dialog will appear. This helps prevent [unintentionally registering an existing company][2].

* Review the listed duplicates to maintain data consistency and avoid unnecessary records.
* Choose to continue working with the new record or switch to one of the listed companies.

<h2 id="interests-tab">
  Add interests
</h2>

Interests can help you create targeted selections. For example, you can define *reference account* as an interest and build a selection for marketing campaigns aimed at those accounts.

1. Go to the **Interests** tab.

2. In edit mode, specify interests by checking the relevant boxes. Available interests are defined in **Settings and maintenance**.

   <Note>
     When the tab is in view mode, only the selected interests are displayed. In edit mode, you may see additional options.
   </Note>

3. If you select one or more interests, a dot will appear next to the **Interests** tab name.

   ![The Interests tab with checkboxes for selecting company interests. -screenshot][img2]

4. Click **Save** to store the selected interests.

[1]: https://community.superoffice.com/globalassets/user--admin/learning/user-guide/company--contact/add-company.mp4

[2]: ../../learn/basics/duplicates

[5]: ../../learn/basics/notes

[9]: ../../customization/screen-designer/admin/index

[12]: ../../custom-objects/learn/more-tab

[img1]: /media/loc/en/company/new-company.png

[img2]: /media/loc/en/company/interests.png


## Related topics

- [Add company as a favorite](/en/learn/basics/fav.md)
- [Preferences dialog - default field values and list values](/en/learn/getting-started/preferences.md)
