Permission Required: Companies

1. Select Companies, in the left menu.
   
   
   
   
2. In the Companies screen, tap the add [+] icon.
   
   
   
   
3. In the Create Company page, enter the necessary details and click Save.
   
   
   
   
4. In the lookup fields, you can do an advanced search.
   
5. In the address fields, you can add addresses.
   
6. The Currency and Exchange Rate will be displayed only if multiple currencies are enabled.

1. Click the Edit [] icon on the top right side.
   
2. Make the necessary changes and click Save.
   
        

Delete Company Address

1. Select Companies from the Customers menu and select the company record whose address you want to delete.
   
2. Select the Addresses tab.
   
3. Hover over the address and click the Delete [] icon.
   
4. Click Yes, Delete in the confirmation message to proceed.

Note:

1. Deleting an address will not affect any existing records (work orders, service appointments, etc) where this address is used.
   
2. You can delete a company address only if you have the Delete permission for the Contact, and Company modules.

Delete Company Address From Mobile App

To delete a company address:

1. Open the record and tap the Addresses tab.
   
2. Tap more options [ ] in the address entry and select Delete.