How do I add a new company?

Hover over the ‘Company’ dropdown menu at the top of the toolbar and click on ‘Create company’. Or you could click on ‘Company’ in the toolbar menu which would display the current list of organisations and then, in the top right, click on the ‘+ Add new company’ button. Enter the company fields and click on 'Save'.

Company fields

Via de configuration mode under the tab ‘Forms’ you can choose 'Companies forms' where you are able to determine which fields and settings are used in the registration process for companies.

For these settings, use can be made of standard fields such as 'Invoice address' or 'Postcode'. You can also choose custom fields with your own specified description. When creating the ‘Companies form’ the settings under the columns ‘Mandatory’ and ‘Mandatory (admin) allow you to opt for: Not visible, Optional or Mandatory.