Companies — User Guide

Who can use Companies

Your workspace must have the Companies module installed. Your role must include the relevant permissions (view, create, update, delete, restore, force.delete, assign as needed).

Without assign, you only see companies assigned to you.

List

Open Companies from the sidebar under CRM (between Leads and Contacts).

• Search by name, email, phone, website, or industry
• Filter by industry and assignee, or toggle My Companies
• KPI cards summarize total companies, my companies, unassigned, with email, and created this week
• The table shows the latest note; hover a truncated preview to read the full note
• Users with restore can filter Active / Include deleted / Deleted only, then Restore a soft-deleted company from the row menu
• Delete permanently (force delete) requires companies.force.delete — granted to the workspace owner by default

Create & edit

1. Click New company
2. Enter name (required) and optional email, phone, website, industry, address, source, and assignee
3. Save

Edit from the row menu or the record page.

Related sales documents

On a company record page (when the matching module is installed and you have create permission), use New quotation, New invoice, or New payment — create opens with ?company= preselected.

Billing hub & statement

When Invoices and/or Payments are installed, the company record shows invoiced / paid / remaining totals, recent documents (including credit notes when installed), deep links to /invoices?company= and /payments?company=, and a Statement page with opening/closing balance for the selected date range (PDF when available).

Assignment

Users with assign can set or clear the assignee from the record page or the create/edit form.

Notes & activity

• Notes — free-form notes on the company
• Activity — timeline of create, update, assignment, note, and delete/restore events

Linking Contacts

On a Contact create/edit form, when Companies is installed and you have companies.view, pick a Company from the picker. Use New (requires companies.create) to create a company in a dialog without leaving the contact form — the new company is selected automatically. The contact’s legacy company text field is kept in sync with the linked Company’s name. The company record page lists linked contacts.