How do I manage companies?
Open Companies to add a company, see its people and deals, and merge or delete it. A customer joins a company when you type it in their Company line.
A company is a business your customers work for, like a property manager or a restaurant chain. Open Companies in the menu to add one, see its people, deals and history, or merge and delete it.
Also called: businesses, accounts, organizations, B2B, commercial clients, entreprises, compagnies, sociétés, comptes
Step 1: Open Companies
In the menu, under Customers, click Companies. You see every company with its people and open deals.
Click: Customers › Companies
Step 2: Add a company
Click New company. Type its Name and, if you know it, its Website (optional). Alori reads the site and writes what the company does. Click Add.
Click: New company › Add
Step 3: Put people at the company
Open the company. On a computer, the people are in the side column; on a phone, tap People. Click Add a person, then search or type a name. You can also open a customer and click Add (or Change) on their Company card, then pick or type the company.
Click: the company › Add a person
Step 4: Merge or delete
On the company, click ⋯ (More actions):
Merge with…: pick a duplicate company. Its people, deals and messages move here, then it goes away.
Delete company…: its people and deals stay, with no company.
Click: More actions › Merge with… or Delete company…
Good to know
Companies shows in the menu once your app has at least one company.
The company page has History, Deals and Work and invoices, with what you billed this year and the balance due.
Click New deal on a company to start a deal for it.
On Companies, tick 2 companies and click Merge to choose the one to keep.
Ask Alori can add, rename or merge companies, and save their website.
If it doesn't work
"Enter a web address, like example.com." Type the site without spaces, like acme.com.
"Enter a name." A company always keeps a name.
"Merge up to 20 companies at a time." Merge them in smaller groups.
"No companies yet. Add one with New company, or on a customer." Click New company.