Companies

Overview#

The Companies feature in CloudOnex Business Suite allows you to organize and manage business entities that your customers are associated with. This helps you maintain a structured database of corporate clients and their associated contacts.

Accessing Companies#

1. Log in to your CloudOnex Business Suite dashboard
2. Navigate to Customers → Companies

Adding a New Company#

To create a new company record:#

1. Go to Customers → Companies
2. Click the Add Company button
3. Fill in the company details:
   • Company Name (required)
   • Phone Number
   • Email Address
   • Website
   • Address Details
   • Additional Notes/Comments
4. Click Save to create the company record

Managing Company Information#

When viewing a company record, you can:

View Company Details#

• Click on the company name from the companies list
• Access complete company information including:
  • Contact details
  • Address information
  • Associated customers
  • Transaction history
  • Notes and memos

Add Company Notes#

1. Open the company record
2. Click on the Notes tab
3. Enter your memo or notes about the company
4. Click Save to store the information

View Associated Data#

From the company profile, you can access:

• All customers associated with this company
• Invoices issued to the company
• Orders placed by the company
• Transactions history
• Quotes sent to the company

Managing Company Relationships#

Adding Customers to a Company#

1. When creating a new customer, select the company from the "Company" dropdown
2. Alternatively, edit an existing customer's profile to associate them with the company

Viewing Company Customers#

1. Open the company profile
2. Click on the Customers tab to view all associated contacts