The CRM Companies module helps you:
- Store all relevant company data in one place
- Track suppliers, subcontractors, partners, and customers
- Link companies to projects, products, and people
- Maintain an overview of company statuses (e.g., OK, Bankruptcy, Inactive)
- Build company hierarchies using branch companies
This centralizes data, improves traceability, and eliminates scattered spreadsheets.
🖱️ How to Work with CRM Companies
- Open the CRM Companies Module
Use the left menu in Triark to open CRM → Companies. - View the Company List
See all registered companies in a structured grid view. - Use Filters and Search
Quickly find companies by searching for:- Company name
- Category
- Status
- Segment (e.g., Private, Public)
- Open a Company
Double-click a company record to view or edit the details.
🗂️ Actions You Can Perform
Action
Purpose
Create Company
Register new suppliers, customers, or partners.
Edit Company
Update company information, contacts, or addresses.
Add Branch Company
Create corporate hierarchies by linking child (branch) companies.
Connect to Projects
Link companies to projects with specific roles (e.g., Owner, Supplier).
Register Contacts
Add persons and contacts related to the company.
Track Company Status
Set statuses like OK, On Hold, Bankruptcy, etc.
🔄 How CRM Companies Connect to Other Modules
Companies link to other Triark modules for better control and overview:
Module
Connection
Projects
Assign companies as project owners, suppliers, or partners.
Products
Link suppliers or manufacturers to specific products.
Document References
Connect companies to contracts, drawings, or supplier documents.
People
Register contacts directly under each company.
🛠️ Example Use Case: Managing a Supplier Network
A procurement manager is working on an engineering project with multiple suppliers.
Using the CRM Companies module, they:
- Register all suppliers with contact details
- Track which products each supplier provides
- Monitor the supplier’s current status (e.g., Approved, At Risk)
- Add project connections for better traceability
This ensures the team always knows who is delivering what, and for which project.
🔒 Security & Access
Who Can Do This?
Requirement
Create and Edit Companies
Must have Edit Mode (F2) enabled and correct user permissions.
View Company List
All users with access to the CRM module.
❓ FAQ
Q: Why am I unable to edit companies?
Make sure Edit Mode (F2) is active in the top right corner of the screen. If it’s already on and you still can’t edit, contact your administrator for access rights.
