Creating a New Company Manually
Project Managers can create a new Company. The Company is visible in a project only when a contact is assigned to the Company.
To create a new Company:
|1.||From the List of Companies page for the project for which you want to create a company, click the Add New Company button. The Company Details page opens.|
Note: From the Project drop-down list, select All Projects to assign the Company to all projects in the application.
|2.||Enter the name of the company in the Company name data field. In order to prevent a duplicated companies creation, LATISTA will suggest an existing company once user started typing new company name. Each name will come with a ZIP code - so if two identical names in different geographical regions - they won't be treated as duplicates.|
|3.||From the Company Role drop-down list, select the Company Role for the company.|
|4.||In the Address section, enter the company’s ZIP code (which is important for de-duplication) and street address.|
|5.||In the Custom Fields section, enter a custom field to include on for the company.|
Note: The System Administrator may also set up custom fields for all Companies in the application and they display in the custom fields.
|6.||In the Company Specialty(ies) section, click the checkbox(es) for the specialties to assign to the company.|
|7.||Click the Save Changes button. The company is saved and the Add New Contact button displays.|