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6.3 Company Details


The Company Details screen allows you to store information about the company including parent company and subsidiaries, ownership type and other corporate details.

The Corresponds As field allows you to override the contact name with a specific name that will be put on all correspondence. This is especially useful for divisions of other companies that you wish differentiate when doing searches, but wish to have the proper name show on mailings and e-mails. The Alias/DBA field allows you to record the Does Business As name for you records, but does not affect any correspondence.

The Parent Company drop down box allows you to link this contact to its parent entity. To find the parent company, start entering the company name and you will see that a search drop down field appears. When you are satisfied that you have what you need, either hit enter or click the magnify icon. It will give you a list of possible entries matching the name you have entered. Select the appropriate contact from the list of results.

Note the green plus signs beside the Office Type and Industry fields. If you don't find what you are looking for in the drop down list, clicking the green plus sign will take you to the appropriate place on the Options window to modify the items in the drop down list. When the Options window is closed with a new item added, it will automatically show up in the list that you were modifying.

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