Companies allow you to track details related to companies your firm works with. These can also include vendors, COIs, and employers. You can track your Due Diligence, Documents and Contracts, and Activities like emails and phone calls, all in one place.

Where can I see Companies?

To access Companies go to Menu > Clients > Companies. You will see a list of Active Companies, which is filtered to show records with an active status, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Name.

What's in Companies?

Company Menu

• General
• Due Diligence
• Documents
• Administrative
• Related

Highlights Panel

• Phone 1
• Email

Company Overview

• Name
• Company Type
• Primary Contact
• Email
• Business Phone
• Mobile Phone

Contact Info

• Phone 1
• E-mail
• Phone 2
• Website

Address

• Street 1

• Street 2

• Street 3
• City
• State/Province
• Zip/Postal Code
• Country

Notes

• Underlying Note about the Company. This will be a Note that will always show about this company.

Reference Panel

• Employees
• Vendor Contracts

Activities Plus

• Underlying Activities

Due Diligence

• Allows tracking of key documents and data points about this Company.

Documents

• Upload and reference documents related to the Company.

Administrative

• Created On 🔑
• Created By 🔑
• Owner
• Modified On 🔑
• Modified By 🔑

🔑 - Field is calculated, cannot be updated manually.

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