Page Comparison

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1. Open a new record from the Companies service.
    
   • The Companies service is located under the Customer Management application.
     
     
2. Enter the company name in the Name field.
   
   
3. If this company is a subsidiary or division of another company already in Aptify, enter the parent company in the Parent field.
    
   • When a Parent company is specified, the system automatically populates the new record's Street Address, Billing Address, Main Phone, and Main Fax with the corresponding information from the parent record. See "Aptify Address Management" on page 91 for more information. --Removed in 4.5 SP2.
4. Select the company type from the Company Type drop-down.

• This field links to the Company Types service (see "Company Types Form".).

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Note: See "Organization Sub-Tab" on page 185 for information about the other fields found on this tab.

1. If multiple employees at the organization interact with this company, click the Account Managers sub-tab and create Account Managers records for these employees.

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Note: If your organization has enabled a duplicate check object for Companies, you may be prompted that the record already exists in the database.
See the Duplicate Record Check section in the Aptify User Guide for information on the types of duplicate records that can be identified.
See the Sample Duplicate Check Objects section in the Aptify Administration Guide for information on a sample Companies duplicate check object provided by Aptify.

• Aptify automatically populates the Directory Sort, Abbreviated Name, and Dir Letter fields based on the company name you entered, as illustrated below for a company named "A1 Products International."

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