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V3 Companies

V3 Companies

Owned by XCALLY Knowledge (Unlicensed)
Last updated: Jan 09, 2025 by Product Knowledge
3 min read

On this page

On this page

What’s about

Using our Contact Manager module, you can also manage Contacts grouping them by Companies.

Create a company

To create a company click on + New Company button.

Enter the company details:

  • Name

  • Phone

  • VAT

  • Fax

  • Company ID

  • Type

  • Website

  • Email

  • Description

click Add Company to confirm.

After the company is created, you can view the company in the list of companies. You can edit/delete the company or view the list of contacts associated to the company.

Edit a company

Find the company from the company lists, click on Edit Company:

Modify any company fields and then click Save.

Click on Show Contacts to view list of contacts associated to the company:

You will see the contacts list as shown below:

Delete companies

To delete a company, find the company from the company lists and click on Delete:

To delete multiple companies, select multiple companies by marking the checkbox on the left side and then click on Delete button (ok to confirm).

If you want to delete a company that has associated to one or more routes, a warning will be shown, including the number of routes present and a list (of maximum 10 routes).
This shown warning is the same in case of massive deletion (even if only one of the selected companies has associated routes)

Reports filled in after the delete of the company (report_call table) will have no data about this company.
Reports completed before the delete of the company (report_call table) will remain unchanged.

Export list of companies

To export list of companies, select the list of companies to export by marking the checkbox on the left side and click on Export button.

 

Companies on New Client Experience

AVAILABLE FROM VERSION 3.45.0

If you enable New Client Experience, you can view this visualisation, with the list of created companies:

you can:

  • search for a specific company

  • clear all filters

  • manage columns, by selecting or not them

  • activate the advanced search for each field

  • create a new company, by clicking on Add and indicate the relative data

 

By clicking on 3 dots button of a created company, you can select Show contacts, to view the list of associated contacts