When creating Companies, we need to understand where they all fit in:
Company data can be used in Leads; to see what company the prospective student is from, Library; to see what supplier the book was purchased from, Placements; to see where you would place your students internship and Learning Material; to see what publishing house the book can be bought from.
To create a company
From the main menu, click on More > Companies
Click on Add to add the company details
The required field is Company Name, however, its always helpful to enter more details of the company if you can.
Company Types:
You may have seen another sub tab, underneath the main menu tab, called Company Types. These Types are the main branches from where you can allocate your companies to.
For example: Company Type can be Hospitals and the companies can be Netcare, Medi Clinic, etc.
Head to the tab Company Types and click on Add to set it up
Type in a Name for your company Type and use the below tick boxes to select where you would like to use them. Use the above diagram to help understand each box.
Once you are done, click on Save.
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