Company Records

Purpose

The company record contains contact information for businesses interacting with the organisation, including funeral companies, monumental masons and other contractors, suppliers and stakeholders.

Registration Screen

The registration screen contains information regarding insurance certificates and induction processes. The registration status controls the ability to include/exclude the funeral company on service bookings. The Safe Work status is displayed for information on permit application screens.

Related Information available on the Company record:

Quick Look: a list of Communications and Opportunities with the Company
Marketing: a list of marketing options
Notes: a list of general notes recorded about the person.
Communications: with the living family member
Opportunities: a list of identified opportunities with the Company
Cases: a list of cases where the person is the deceased or has reported an issue
People: a list of Person records that work for the company
Registration: entry screen to record insurance certificates and induction processes
Addresses: a list of contact addresses for the person
Permits: a list of mason permit applications
Phone/Email: a list of phone and email contacts for the person
Company Team: a list of Team Members
Documents: a list of documents referencing the company
Tracking: an audit list of changes to the record
Relationship: a list of person records linked by relationship
Promote to ERP: Sage 300 Customer integration link
A/R Inquiry: detailed inquiry screen for Accounts Receivable invoices, receipts and adjustments
Sales & Bookings: a list of sales and booking transactions associated with the company
Customer Statistics: inquiry screen showing customer account ageing and balance outstanding.
Optional Fields: Company optional fields is a link to Sage 300 if optional fields are used on the Customer record
P/M Inquiry: A list of Contracts and Transaction History with the Company
Promote to Sage 300: creates/edits the link to customer and vendor records

Button Functions

Button	Description
Change	Switches to edit mode
Delete	Delete record
Add to Group	Adds this record to a pre-defined group of contacts for marketing purposes
Summary Report	Shows recent communications and opportunities
Merge Company	Function to transfer all related information from a second Company record to this one & marks the second record as deleted
Create Receipt	Function to create a cash receipt and associate it with a sales order/invoice.
Help	Opens generic Sage CRM help menu

Adding new Records

Company records are created using the New menu function.

Standard Field List

Field	Description	Associated Business Process
Company
Company Name	Text field to record company name
Type	Selection list to indicate customer or supplier record
Group	Selection list to classify companies
Territory	Selection list to identify the site associated with the company	Should be set at the organisation level so that company can be used across all sites
Status	Selection list to identify status of record. options include Active, Closed, Archive, Inactive
Segment	Selection list of industry types
Employees	Selection list to indicate number of employees
Revenue	Selection list to indicate revenue earnings & size of business
Alert	A free text field to record any matters of concern to which staff should be alerted	Alert content is displayed as a pop up warning for users
Website	Text field to record company website
Source	Selection list to record nature of original contact with the company
Account Manager	Link to assigned staff member
Opt out of e-marketing	Checkbox to indicate inclusion in integrated e-marketing activities
Marketing Restriction	Yes/No selection list to control inclusion in group marketing activities
ERP Company	ERP database name	Used in ERP integration processes
ERP Customer Number	AR customer / AP vendor code	Used in ERP integration processes
ABN Number	Australian Business Number
Group Code	AR / AP group code	Sage integrations
Tax Group	Look up to tax codes	Used in sales/invoicing processes
Terms Code	Look up to invoice terms codes	Used in sales/invoicing processes
Compulsory PO number on Bookings	Checkbox indicating Purchase Order number requirement
Address
Address 1,2,3,4	Text fields to record street address and residence name
City	Text field to record city (suburb/town) name	Determined on data entry with lookup to standard list of towns/postcodes
State	Selection list of state abbreviations
Postcode	Text field to record postcode (zip code)
Country	Selection list of countries
Phone / Email
Business Phone	Used to record phone number	Displays on screen alongside company record
Business Email	Used to record email address	Selection will activate email correspondence screens. Used for standard document distribution by email, e.g. quotes and invoices
Contact summary view of primary linked person record
Reference	Reference number
Salutation	A selection list of salutations
First Name	Person's first (given) name
Last Name	Person's last name (surname)
Primary Email	Email address
Area code / Phone Number	Phone number

The contents of Company Records

Company Registrations

Company Records

The contents of Company Records

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