Creating a company profile
To save a profile, the system requires only two entries:
• A company ID.
• A city and state/province.
Your company's business requirements determine the other data that you must enter. Naturally, entry of a company name, complete address, and phone number would be expected by any business.
Fields that define key characteristics of a company are distributed across two tabs: Information and Billing/Credit. To use TMWSuite and CRMRight properly, TMW recommends that, at minimum, you make the following entries:
Header | • Company ID. (required) • Type. |
Information tab | • Company name. • Street address. • City/ state or province. (required) • ZIP or postal code. • Phone number. • Applicable company flag(s) in the Switches portion of the window. • Contact. • One or more of the RevType fields, which are used to assign revenue classifications that your company has defined. |
Billing/Credit tab | Applicable for Bill To's: • Whether charges will be billed via invoices and/or master bills. • Number of days that should elapse between master bills (if applicable). • Credit terms. • *Credit limit. Note: To assign a CRM Type of Customer of New Customer, you must record a credit limit. • Currency. Note: If you opt to set up the system to perform credit checking for parent companies, entry of a credit limit for parents is also required. |
Note: For definitions of all fields on all tabs, see
Company profile overview and field definitions.
To create a profile by entering only the data required by the system, follow these steps:
1. Click
New Company on the main toolbar.
A blank profile displays on the Company tab.
Show me
Red indicators are shown to the right of the required fields.
2. To assign a company ID, do one of the following:
• Manually enter the ID.
Note: The maximum length is eight alphanumeric characters.
• To have the system assign an ID for you, leave the Company ID field blank. Make an entry in the Company Name field.
3. Make an entry in the City, State field.
Note: If you opted to let the system assign the ID, you must tab out of the
City, State field. By default, the system creates the ID for you based on the first three characters of the city's name, followed by the first three characters of the company's name. For complete details about automatic creation of company IDs, see
Letting the system assign a company ID.
4. Click
Save.
