How do I add customers to a company?

A customer can be linked to a company. To achieve this you could first create the company, but this can also be done this during step 5.

1. Go to the dashboard of the customer that you want to link to a company.
2. Add to the customers dashboard the ‘company block’.
3. When the 'Company details' block is on the customer’s dashboard, it is possible to link the customer to a company by clicking on ‘link to existing company’.
4. Search for the company name and select it by clicking on the company name - not the company id.

If the company has not yet been created, you can click on the link 'create new company’.