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’.