You can create a company to set link to a contact.
To show the company list, select Companies in the global menu in the right side of the header.
In the company list, select a company and execute [View Detail] to show the detail information of the company.
You can edit the fields of a company department.
To edit company departments, configure the privilege in the system settings.
To add a new company, execute [Add] in the company list.
Select the company element in Company List and click [View Details] > [Edit],
or click Company name (blue text) > [Edit] from Contact Details.
Edited fields will be reflected in all contacts linked to the company.
To edit company departments, configure the privilege in the system settings.
In the company list, select companies/branches/divisions and execute [Delete] to delete.
[Delete] deletes company departments completely without storing in Recycle Bin.
You cannot cancel deletion of the company departments.
You cannot delete company departments linked to contacts.
Before delete companies, remove all links of the companies first.
To delete company departments, configure the privilege in the system settings.
This function removes links of contacts linked to the selected company departments at one time.
Only users with permission to change organization settings can unlink contacts of selected company.
This function deletes all contacts linked to the selected company departments at one time.
The unlinked contacts are move to Recycle bin.
Only users with permission to change organization settings can delete contacts linked to selected company.
In the company list, select companies and execute [Merge].
Select the master entry and execute [Merge] in the dialog.
All departments except the master entry are deleted completely.
The modification history of [Company merge] is recorded in the remaining company element.
The links of contacts linked to the deleted departments are moved to the master entry.
Merger of company departments requires the privilege of company delete and edit.