Zoho FSM | Companies

Companies

A Company refers to an organization to whom you are providing field services.

Permission Required: Companies

Add Companies

Companies can be added in the following ways:
  1. Add companies individually in the Companies module. The details are described below.
  2. Import companies from external sources.
  3. Import companies from Invoice.
To add a company:
  1. Select Companies from the Customers menu and click Create.
  2. Enter the Company Name.
  3. Select a value for Taxable.
    - Taxable: A Company Tax should be selected if Taxable is chosen.
    - Non-Taxable: An Exemption Reason should be selected if Non-Taxable is chosen.
    These values are configured in Zoho Invoice. Click here for details of Zoho Invoice-FSM integration. These values can also be edited in the FSM application at Setup > Integrations > Billing > Tax Setting.
  4. Select a value for Currency.
    You can configure these values at Setup General Currency.
  5. Add any other necessary details and click Save.

Add Company from Mobile App

To create a company:
  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.
The created company can be edited. To edit a company:
  1. Click the Edit [] icon on the top right side.
  2. Make the necessary changes and click Save.

         
You can also add addresses, and notes.

Delete Company Address

You can delete the addresses added to a company. To delete a 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.



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