Using the Companies Service

The Companies service stores information about the companies with which the organization does business or maintains contact. These may include member companies, client companies, prospective member companies, vendors, and strategic partners. The Companies service provides the ability to track information about each company and its entire hierarchy of subsidiaries or affiliates. It also displays a list of the people working for that particular company and provides a summary of the transactions for each of the individuals belonging to that company.

While tracking people within the database is required for many operations within Aptify, tracking company information is not required for organizations that deal with individuals only. Aptify allows organizations to keep track of company and individual membership information separately. There is a great deal of flexibility for accommodating benefits based on company membership, individual membership, or a combination of the two.

This topic contains the following sub-topics:

• Creating a Companies Record
• Tracking Subsidiaries and Parent Companies
• Updating the Preferred Currency for a Company
• Updating Company Credit Status
• Managing Account Managers
• Adding Company Relationships
• Managing Company Tax Exemptions
• Assigning Product Codes to Companies
• Adding a Saved Payment Method for a Company
• Viewing Company Order Totals and Dollar Values
• Adding Persons to Companies Records
• Using the List View Preview Pane for the Companies Service
• About the Wizards in the Companies Service
• Adding the Picture Viewer to the Companies Form
• Generating Email Addresses for Persons