Adding, modifying and deleting a company
You probably already read our article on the list of companies, right? Let's take a closer look at how to add, modify and delete a company.
Click on the + New button in the company list to add a new company to your Scoro database.
If you add an e-mail address to the E-mail for invoices field, all invoices complied for this company are automatically sent to that address. If the field is not filled out, the invoices are sent to the regular e-mail address.
TIP! Add mandatory fields (go to Settings > Mandatory and unique fields), so whenever any of your team members adds a new company, the mandatory fields, for example, e-mail and reg. no need to be filled out before being able to save the company.
Assigning categories and tags enables you to find clients quickly by specific search criteria.
If a contact has been marked as a client, you can invoice them.
If a contact is in the supplier list, you'll be able to see the supplier report for that company. Read more on suppliers.
Each company has to have a manager (shown in bold in the detailed contact view). Managers help to divide clients among the sales team, for example.
Fill in all the fields that are important to you and Save.
To modify the company info, click on the icon before the company name.
You can also click on the company name and then on the modify button.
To delete a company, your user role must be given the relevant rights by the administrator under User roles.
The delete button is visible in the company modify view after that right has been given.
It is also possible to add a new company to your contact base while creating a new task, event, invoice, quote, or order. This means that if you need to create a quote for a new contact, you don't have to add the company with all of its contact details to the contact base beforehand.
Start typing the name of the contact and click the + button to open the popup for adding a new contact.
Who are related users?
Each contact has one manager, whose list the contact is displayed on. If user role permissions prohibit users from seeing contacts of others, you can still enable them to view your contacts by adding them as related users. To view contacts as a related user, open the list view of contacts and tick the box Also as related user.
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