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4.3 Companies

4.3.1 Purpose Companies is the organisation’s address book of clients, subcontractors, and suppliers. Records stored here can be reused across projects. Figure 11 — The Companies list The list shows a source indicator, the company name,...

4.3.1 Purpose

Companies is the organisation’s address book of clients, subcontractors, and suppliers. Records stored here can be reused across projects.

Figure 11 — The Companies list

The list shows a source indicator, the company name, address, and phone number. Use Search companies… to filter and View to adjust the displayed columns.

Note: A company is either shared across the workspace, as here, or created for a single project and marked Project-specific. See section 5.13.

4.3.2 Adding a company

  • Open Administration > Companies.
  • Select Add company. The Add company dialog opens.
  • Complete the fields: Company name, Street and number, Postal code, City, Country, Phone number, and Tax ID.
  • Select Add company to save the record.

Figure 12 — The Add company dialog

Note: No field in this dialog is marked with a red asterisk, which suggests all fields are optional. Confirm this before publishing — a company record with no name would be a data quality problem.