Companies are the businesses that you interact with. These can be Prospects, Customers, Lapsed Customers or even Suppliers and Competitors. All of these different types of Companies can be created within the CRM.

Single Companies, or Single Site Companies, provide a simple interface for Companies that have just one site. Therefore, rather than navigating to a Company and multiple Division screens, you can see all this information combined in a single Company screen. If you have some customers who have more than one office, then it's possible to convert a Company to a Company Group.

Company Groups are companies with multiple locations/offices that are part of the same group.

Company Hierarchy

In a Company hierarchy, you'll notice that there's just one Company at the top, with the Contacts who work at that organisation directly underneath. At the Company level, you can store information such as the address, main phone number, account manager and company type (Customer, Prospect, Supplier, Lapsed Customer etc.).

Company Group Hierarchy

In a Company Group hierarchy, the Company Group sits at the very top of the hierarchy. The Company Group is essentially a parent record to group all the Divisions (or offices) together underneath it. Then, underneath each of the Divisions are the Contacts that work at each of those offices.

Please note that the Company Group has a different icon, as you can see in the diagram below.

Example Company Record Layout

Here's an example Single Company record layout. As you can see, the Account Manager and Company Type that was usually located at Company level is now featured on the Company (Single Company) view, along with the other usual fields.

Example Company Group Record Layout

Here's an example Company Group record layout. As you can see, the Account Manager can be assigned here for the entire Company Group and the Company Type can be determined here too.

Reporting & Filtering

In the underlying data, every customer has a Company Group and a Division, so in the Report Builder you'll always see both.

If you'd like to learn how to convert a Company to a Company Group please take a look at this article.

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