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:
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Quick Look: a list of Communications and Opportunities with the Company
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Marketing: a list of marketing options
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Notes: a list of general notes recorded about the person.
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Communications: with the living family member
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Opportunities: a list of identified opportunities with the Company
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Cases: a list of cases where the person is the deceased or has reported an issue
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People: a list of Person records that work for the company
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Registration: entry screen to record insurance certificates and induction processes
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Addresses: a list of contact addresses for the person
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Permits: a list of mason permit applications
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Phone/Email: a list of phone and email contacts for the person
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Company Team: a list of Team Members
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Documents: a list of documents referencing the company
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Tracking: an audit list of changes to the record
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Relationship: a list of person records linked by relationship
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Promote to ERP: Sage 300 Customer integration link
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A/R Inquiry: detailed inquiry screen for Accounts Receivable invoices, receipts and adjustments
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Sales & Bookings: a list of sales and booking transactions associated with the company
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Customer Statistics: inquiry screen showing customer account ageing and balance outstanding.
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Optional Fields: Company optional fields is a link to Sage 300 if optional fields are used on the Customer record
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P/M Inquiry: A list of Contracts and Transaction History with the Company
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Promote to Sage 300: creates/edits the link to customer and vendor records
Button Functions
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Button
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Description
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Change
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Switches to edit mode
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Delete
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Delete record
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Add to Group
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Adds this record to a pre-defined group of contacts for marketing purposes
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Summary Report
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Shows recent communications and opportunities
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Merge Company
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Function to transfer all related information from a second Company record to this one & marks the second record as deleted
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Create Receipt
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Function to create a cash receipt and associate it with a sales order/invoice.
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Help
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Opens generic Sage CRM help menu
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Adding new Records
Company records are created using the New menu function.
Standard Field List
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Field
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Description
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Associated Business Process
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Company
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Company Name
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Text field to record company name
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Type
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Selection list to indicate customer or supplier record
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Group
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Selection list to classify companies
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Territory
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Selection list to identify the site associated with the company
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Should be set at the organisation level so that company can be used across all sites
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Status
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Selection list to identify status of record. options include Active, Closed, Archive, Inactive
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Segment
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Selection list of industry types
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Employees
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Selection list to indicate number of employees
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Revenue
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Selection list to indicate revenue earnings & size of business
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Alert
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A free text field to record any matters of concern to which staff should be alerted
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Alert content is displayed as a pop up warning for users
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Website
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Text field to record company website
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Source
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Selection list to record nature of original contact with the company
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Account Manager
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Link to assigned staff member
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Opt out of e-marketing
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Checkbox to indicate inclusion in integrated e-marketing activities
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Marketing Restriction
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Yes/No selection list to control inclusion in group marketing activities
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ERP Company
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ERP database name
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Used in ERP integration processes
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ERP Customer Number
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AR customer / AP vendor code
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Used in ERP integration processes
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ABN Number
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Australian Business Number
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Group Code
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AR / AP group code
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Sage integrations
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Tax Group
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Look up to tax codes
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Used in sales/invoicing processes
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Terms Code
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Look up to invoice terms codes
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Used in sales/invoicing processes
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Compulsory PO number on Bookings
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Checkbox indicating Purchase Order number requirement
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Address
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Address 1,2,3,4
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Text fields to record street address and residence name
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City
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Text field to record city (suburb/town) name
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Determined on data entry with lookup to standard list of towns/postcodes
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State
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Selection list of state abbreviations
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Postcode
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Text field to record postcode (zip code)
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Country
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Selection list of countries
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Phone / Email
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Business Phone
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Used to record phone number
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Displays on screen alongside company record
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Business Email
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Used to record email address
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Selection will activate email correspondence screens. Used for standard document distribution by email, e.g. quotes and invoices
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Contact
summary view of primary linked person record
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Reference
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Reference number
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Salutation
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A selection list of salutations
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First Name
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Person's first (given) name
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Last Name
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Person's last name (surname)
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Primary Email
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Email address
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Area code / Phone Number
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Phone number
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