Contents
Company Control Center Screen
Overview of Companies
Having the Companies in a different file from the People provides far more versatility and capabilities than other systems using only one file for both. For example, sometimes you don't need to know the person, just the company. Or, you may want to have more than one person linked to a company and you don't want to redo the common information each time you enter another employee.
If you mostly work business to business, but still require the main contact, it's always recommended that you enter at the Company Control Center and Insert a new Company. This will create : a new person, a new task, and phone number: saving you many steps later.
Notice that even from the Business Control Center, we can still access the other two main files: the People and the Tasks. When there are multiple people assigned to the selected company, you will also see their phone/email numbers.
Company Relationships
Companies are related to people by the company name. To link a person to a company, you need to have the company name in that designated field in the People form. This creates an employee for the company.
Tip: Even if you have no person assigned to a company, when you create a new company, it will create a person record without a name. You could delete this person, put if you want further connections with the system capabilities, you should keep the person there: even if it say "no name" in the full name field, it will help in views you see later.
Companies have no other relations: i.e., they are not related to tasks.
Company Form
The company form provides simple entries of people and a main phone number as well.
Company Automated Features
Even though there are separate files for person and company, task and even phone/email, the system does it all in a single entry using the company form. Adding a new company does the following:
 | Creates a new Person with a new Person Code |
| Creates a phone number entry with the main number for that person |
| Creates a task and automatically names it by the company name |