Add a Company
Function Point has a robust CRM component, allowing you to add an endless number of Clients, Suppliers, Vendors, and their associated contacts.
Adding a new Company to your FP system is a straightforward process. Please review this article to learn more.
Login to your FP system. From the main navigation bar, hover over Companies and choose Add Company.
You will land on the Add Company page. Required fields are marked in blue. Input as much information as you can, knowing you can always come back to this page to add more information as it becomes available.
Dropdown menu fields, including Prov/ State, Country, Classification, Status, Company Type, Qualification, Source and Industry Type, can have their content controlled and configured. Do so via the Admin menu > System Set Up > List Maintenance.
Fields such as Rate Category and Tax Group pull content from the Admin area. Review these articles for more information:
The names in the menu for the AE field are controlled by a staff level permission. Learn more about setting that permission here: Setting Staff to Appear as AE in Drop Down Menus
On both the Company, and Contact levels, you can add as many Custom Fields as you wish. The content of these fields is searchable, and the fields can be text based, dropdown menus you create, or date picker. Learn more about creating Custom Fields here: Creating Custom Fields for Your Companies & Contacts
Click Submit to save this Company record.
We welcome your questions or concerns: support@functionpoint,com