Add a Company

To add a new company simply select Contacts > Companies > Add Company

All you need to do is give the company a name and click Add a new company

Afterward, you can search for contacts that you want to add to the company object and add them by clicking edit, selecting the company from the dropdown, and hitting save.

All users related to the company are then found when searching for that company.

Limitations:

• The option to edit/delete a company name is currently not available.
• You can not filter on the company in Search
• The company field is not available by Dixa API

If any of the above limitations provide a challenge, you could potentially use custom contact attributes instead.