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A new Companies form opens with several tabs disabled. As soon as the record is saved, the Attachments, Committees, Divisions, Persons, Orders, Subscriptions, and the Details tab's Divisions/Subsidiaries, Lists, and Topic Codes sub-tabs become enabled.

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The type of company. Standard options include Retail and Non-Profit. This field links to the Company Types service.

Account Manager

The employee within the organization who serves as this company's main account manager. This field links to the Employees service. Additional employees who assist with managing this account can be specified on the Details tab's Account Managers sub-tab.

Analysis Tab

This tab displays a set of standard chart views to analyze data associated with the current company. This includes the following charts:

• Contact Count By Year/Category: A stacked column chart that displays the count of Contact Log records linked to the company by year and by category.
• Sales By Year/Quarter: A 3D stacked bar chart that displays the total sales to the company by year and quarter.
• Persons By State: A 3D pie chart that displays the count of the Persons associated with the company grouped by State.
• Persons By Country: A 3D pie chart that displays the count of the Persons associated with the company grouped by Country.

Attachments Tab

The Attachments tab lists any files relevant to the Companies record.

Comments Tab

The Comments tab has two sub-tabs: General and Other.

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This tab lists committee participation for all persons associated with the company.

DivisionsTab

The Divisions tab displays a company's related companies and the persons at those companies. For more information see "Tracking Subsidiaries and Parent Companies".

Contact Tab

This tab displays all of the basic contact information for the Company, including addresses, phone numbers, email addresses, and website.

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A list of available company addresses. Standard options are Street Address, Billing Address, and PO Box. A user can add more addresses using the Add New Address button on the Address Management toolbar. See Aptify Address Management"Aptify Address Management" for details.

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Telephone and fax information for the company. Four fields are available to accommodate the country code (for countries outside the United States and Canada), area code, telephone number, and extension number, respectively. Standard phone numbers are Main Phone and Main Fax. A user can add more phone numbers using the Add New Phone button on the Phone toolbar. See "Understanding the Address Management Toolbar".

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