🔍 Navigate to CRM → Companies

1. Click CRM in the left-hand menu
2. Select Companies from the dropdown

This takes you to the CRM Companies overview, where you’ll manage and register all company entries.

➕ Create a New Company

Click “+ Company” to open the new company form.

At this stage, the form is intentionally simple — you’ll only need to enter one required field:

• Name (required)
• Optional: Segment, email, phone, website, category, and status

Click Save and Close to create the company. You can now click its row to access the full detail view.

📝 Fill In Company Details

Once the company is created, click it to open the side panel. From here, you can complete or edit:

• Info – Add customer/supplier number, parent company, and description
• Contact Info – Email, phone, and website
• Address – Postal info (address, zip, city, country)
• Tracking – Internal notes
• Product – Link the company to specific products
• Category & Status – Classify the company based on your CRM standards

👥 Add Relationships

From the company view, you can also:

• Add persons working at the company
• See projects they’re connected to
• Register branch companies
• View change history under the log tab

This gives you a complete overview of each company’s involvement and activity in your system.

✅ Why This Matters

• Creates a reliable foundation for project and document linkage
• Improves visibility across departments
• Helps ensure consistent company data throughout Triark

📝 Tips for Setup

• Start simple — just a name is enough to create a company
• Use clear, recognizable naming
• Add details and relationships as you go
• Use categories/statuses to group and track company types

❓ Frequently Asked Questions

🔄 Can I edit a company after it's been created?

Yes. After creating a company, double-click on its name in the list to open the detail panel and edit any field — including email, phone, address, or company category.

🧍‍♂️ What's the difference between a company and a person?

A company represents an organization (e.g., supplier, customer), while persons are individuals linked to those companies (e.g., project managers, sales reps). Each person must be assigned to a company.

🧭 What is the "Segment" field used for?

Segment is an optional field used to classify companies as Private or Public. It helps organize and filter companies, but it’s not required.

🆔 Is the organization number mandatory?

No. The only required field when creating a company is the name. You can add additional information — such as organization number or address — after creation.

🧩 Can I link a company to multiple projects?

Yes. Once a company is added, you can associate it with one or more projects under the Projects tab in the company view.

🌍 How should I use categories and statuses for companies?

Use them to organize companies by type (e.g., Supplier, Customer) and current relationship status (e.g., Active, Inactive). These can be customized in the Standard → CRM → Categories and Statuses section.

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