Creating a new company
To create a new company:
1. In the Clients Overview page, click the New Company icon.
Required:
2. Company Name — type the name of the company.
Not Required, but Useful:
3. Address, Website, Office & Fax — type the company's contact information.
4. Access — grant or deny the company's access to this applicaion.
NOTE: Disabling the company's access to this application will prevent all contacts associated with this company from logging into the application.
5. Notes — type in any notes on this company.
6. Click Create Company.