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Companies

Companies

XCALLY Section

Contacts Manager → Companies

XCALLY Section

Contacts Manager → Companies

On this page

Overview

The Companies section of the Contacts Manager module allows you to group contacts by company, enabling centralized management.

This page describes the Contact Item Types configuration on the New Client Experience, available from version 3.45.0. We recommend using the New Experience web interface to take full advantage of the latest features.

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You can:

  • search for a specific company

  • clear all filters

  • manage columns, by selecting or not them

  • activate the advanced search for each field

Creating a company

To create a new company:

  1. Navigate to Contacts Manager → Companies

  2. Click on Add and indicate the relative data

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  • Name (required)

  • Phone

  • VAT

  • Fax

  • Company ID

  • Type

  • Website

  • Email

  • Description

click Add to confirm

Once created, the company will appear in the companies list. From there, by clicking on 3 dots button of a created company, you can edit, delete, or show associated contacts.

Editing a company

To modify an existing company:

  1. Locate the company in the list

  2. Click the three dots button

  3. Choose Edit

  4. Modify any desired fields and then click Save.


To view the contacts associated with the company:

  1. Locate the company in the list

  2. Click the three dots button

  3. Select Show Contacts

  4. The system will display the list of contacts linked to that company

 

Deleting a company

To delete a company:

  1. Locate the company in the list

  2. Click the three dots button

  3. Choose Delete:

To delete multiple companies, select multiple companies using the checkboxes on the left. Click the red Delete button and confirm.

If the company you want to delete is associated with one or more routes:

  • A warning message will be shown

  • The message will include the number of associated routes and display up to 10 route names

  • This warning appears during both single and bulk deletions

 

  • Reports created before the deletion (e.g., entries in report_call table) will retain the company information

  • Reports generated after deletion will show no associated company

Exporting the 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 to csv button.