Creating a Company

Create a company when an organization needs to be represented in the Helpdesk and an appropriate company record does not already exist.

Before creation

Search existing companies using the organization name and any other identifying information available.

Create the company

1. Open Companies.
2. Choose the option to create a company.
3. Enter the organization name.
4. Add available company details.
5. Complete required fields.
6. Save the company.

After creation

Contacts can be linked to the company and related service records can use the organizational context.

Avoid duplicates

Companies may appear under abbreviations, trading names, or slightly different spellings.

Verify the organization carefully before creating another record.

Maintaining one authoritative company record produces a clearer customer history.