Company records are used to create records of the companies that your organization does business with. Customer records can also be linked to a Company record.

 

Creating New Company Records

To create a new Company use the following steps:

1. Select People.
2. Select Companies.
3. Select New.
4. Enter a Company ID.
5. Enter any optional information.
6. Select Save.

 

 

How to Fill Out a Company Record

General

Company ID: This will determine the name of the Company record.

Description: This field will provide additional details about the Company.

Phone: This is the primary phone number of the Company. 

Fax: This is the fax number of the Company.

Web: This is the address of the company's website.

Address 1: This is the primary address line of the Company.

Address 2: This is the secondary address line of the Company.

City: The city where the company is located.

State: The state where the company is located.

Zip: The zip code of the company.

Country: The country where the company is located.

Account No: The account number designated to this company.

 

 

 

Customers

Use this section link Customer records to this Company.

 

 

History

This section will display the history of this Company in MVP One. For example if it has been used on any other records.

 

 

Attachments

 

 

Audit History