Companies

You can present a company structure with Branches, Sections, Departments, and Units list, which comprises all the company divisions and allows you to assign users to them. The organization structure of a company has the following levels:

Company → Branch → Section → Department → Unit.

In the Locations list, you can store and specify all geographical locations used to describe the companies and their organizational structure.

The list of companies stores information about all organizations with which your company does business. To optimize business processes, assign classes to the companies depending on the type of their activity, relationships with your company.

tip

Role required: admin.

Create a company

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To create a company record, follow these steps:

1. Navigate to Organization → Companies.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Company form fields

Field	Mandatory	Description
Name	Y	Specify a company name.
Type	Y	The type of organizational structure item with one of the following possible values: Company Branch Section Department Unit The Type field is automatically filled with the appropriate value when creating any organization element.
Class	Y	Specify a type of activity or relationship with one of the options below: None Internal Customer Vendor Manufacturer Service provider Service partner You can select one of the possible values from the drop-down list.
CEO	N	Specify the Chief Executive Officer.
Parent company	N	Specify the parent company.
Location	Y	Specify the location. According to the Location record selected, the City, Street, State/Province, ZIP/Postal code, and Phone fields are automatically filled with the appropriate values.
City	N	Specify the city where the company is located.
State/Province	N	Specify a state or province name of the company location.
Street	N	Specify the street where the company is located.
ZIP/Postal code	N	Specify a ZIP or postal numeric code of the company.
Phone	N	Specify a phone contact number.
Notes	N	Add some additional information.

Related Lists

• Branches – contains the list of the company's branches.
• Sections – contains the list of the company's sections.
• Department – contains the list of the company's departments.
• Units – contains the list of the company's units.
• Employees – contains the list of the company's employees.

Create a branch

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To create a branch, follow these steps:

1. Navigate to Organization → Branches.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Branch form fields

Field	Mandatory	Description
Name	Y	Specify a branch name.
Type	Y	The type of organizational structure item with one of the following possible values: Company Branch Section Department Unit The Type field is automatically filled with the appropriate value when creating any organization element.
Company	Y	Specify a parent company.
Branch head	Y	Specify a person in charge.
Location	Y	Specify the location. According to the Location record selected, the City, Street, State/Province, ZIP/Postal code, and Phone fields are automatically filled with the appropriate values.
City	N	Specify the city where the branch is located.
State/Province	N	Specify a state or province name of the branch location.
Street	N	Specify the street where the branch is located.
ZIP/Postal code	N	Specify a ZIP or postal numeric code of the branch.
Phone	N	Specify a phone contact number.
Notes	N	Add some additional information.

Create a section

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To create a section, follow these steps:

1. Navigate to Organization → Sections.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Section form fields

Field	Mandatory	Description
Name	Y	Specify a section name.
Type	Y	The type of organizational structure item with one of the following possible values: Company Branch Section Department Unit The Type field is automatically filled with the appropriate value when creating any organization element.
Section head	Y	Specify a person in charge.
Company	Y	Specify a parent company.
Branch	N	Specify a branch.
Location	Y	Specify the location. According to the Location record selected, the City, Street, State/Province, ZIP/Postal code, and Phone fields are automatically filled with the appropriate values.
City	N	Specify the city where the section is located.
State/Province	N	Specify a state or province name of the section location.
Street	N	Specify the street where the section is located.
ZIP/Postal code	N	Specify a ZIP or postal numeric code of the section.
Phone	N	Specify a phone contact number.
Notes	N	Add some additional information.

Create a department

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To create a department, follow these steps:

1. Navigate to Organization → Departments.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Department form fields

Field	Mandatory	Description
Name	Y	Specify a department name.
Type	Y	The type of organizational structure item with one of the following possible values: Company Branch Section Department Unit The Type field is automatically filled with the appropriate value when creating any organization element.
Department head	Y	Specify a person in charge.
Company	Y	Specify a parent company.
Branch	N	Specify a branch.
Section	N	Specify a section.
Location	Y	Specify the location. According to the Location record selected, the City, Street, State/Province, ZIP/Postal code, and Phone fields are automatically filled with the appropriate values.
City	N	Specify the city where the department is located.
State/Province	N	Specify a state or province name of the department location.
Street	N	Specify the street where the department is located.
ZIP/Postal code	N	Specify a ZIP or postal numeric code of the department.
Phone	N	Specify a phone contact number.
Notes	N	Add some additional information.

Create a unit

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To create a unit, follow these steps:

1. Navigate to Organization → Units.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Unit form fields

Field	Mandatory	Description
Name	Y	Specify a unit name.
Type	Y	The type of organizational structure item with one of the following possible values: Company Branch Section Department Unit The Type field is automatically filled with the appropriate value when creating any organization element.
Unit head	Y	Specify a person in charge.
Company	Y	Specify a parent company.
Branch	N	Specify a branch.
Section	N	Specify a section.
Department	N	Specify a department.
Location	Y	Specify the location. According to the Location record selected, the City, Street, State/Province, ZIP/Postal code, and Phone fields are automatically filled with the appropriate values
City	N	Specify the city where the unit is located.
State/Province	N	Specify a state or province name of the unit location.
Street	N	Specify the street where the unit is located.
ZIP/Postal code	N	Specify a ZIP or postal numeric code of the unit.
Phone	N	Specify a phone contact number.
Notes	N	Add some additional information.

Locations

If some of your company branches or departments are located in different areas, use Locations to specify a location of a required company or department. An administrator can specify a location by filling in the fields with an address data (Country, City, and other).

Create a location

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To create a location, follow these steps:

1. Navigate to Organization → Locations.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Location form fields

Field	Mandatory	Description
Parent location	Y	Specify the parent location record. The field is not displayed when the Country option is selected in the Level field.
Name	Y	Specify the location name. The field is not displayed when the Address or Premise option is selected in Level
Level	Y	Select the location level. Available options: Country Region City Address Premise By default, the Address level is selected. To add more levels, go to list/org_level and activate existing records, or create a new one.
City after country	N	Select the checkbox for federal cities and city-states to skip the Region level. When the checkbox is selected, the Parent location field is automatically filled in with the Country option. The field appears when the City level is selected in Level.
Timezone	Y	Select the timezone of the location. The field is automatically filled in and is read-only when the Rural settlement, Address, or Premise option is selected in the Level field. The field is not displayed when the Country option is selected in the Level field.
Street	N	Enter the name of the location street. The field appears when the Address option is selected in the Level field.
Building	N	Enter the number of the location building. Enter the number of the location building. The field appears when the Address option is selected in the Level field.
ZIP/Postal code	N	Define a ZIP or postal code of the location. The field appears when the Address option is selected in the Level field.
Office/Premise	Y	Specify the office or premise number. The field appears when the Premise option is selected in the Level field.
Phone	N	Enter the phone number. The field appears when the Premise option is selected in the Level field.

To add a custom level of the location, complete the following steps:

1. Click next to the Level field on the Location form.
2. Fill in the fields and click Save.

Level form fields

Field	Mandatory	Description
Location type	Y	Specify the type of the location.
Active	N	Select the checkbox to activate the location level.
Level	Y	Specify the level number. After the record is saved, the field becomes read-only.