Manage CRM Companies

CRM Companies store organization-level relationship details. A Company can include name, emails, phones, addresses, owner, assignees, tags, notes, Tasks, and Comments. Contacts can also link to Companies when the Company area is enabled.

Before you start

• CRM and Companies must be enabled in App Settings.
• You need view access to open Companies.
• Creating Companies requires create access.
• Editing fields requires edit access.
• Deleting Companies requires delete access.
• Follow-up Tasks require List/Task access.

Create a Company

1. Open CRM.
2. Select Companies.
3. Select + Company.
4. Enter the Company name.
5. Add email, phone, address, owner, assignees, tags, and notes as needed.
6. Select + Company to save.

Expected outcome: the Company appears in the Companies list and can be opened from CRM, Search, or Contact company selectors.

Company Field Reference

Field or control	What it stores	Notes
Company name	Organization name.	Required for a useful record and search.
Emails	Company email addresses.	Labels: primary, work, personal, other.
Phones	Company phone numbers.	Labels: primary, work, mobile, home, other.
Addresses	Company locations or billing/shipping addresses.	Labels: primary, work, billing, shipping, home, other. Fields include line 1, line 2, city, state, postal code, and country.
Owner	Primary owner for the Company.	Choose from active Space members.
Assignees	Additional people responsible for follow-up.	Multiple members can be selected.
Tags	Labels for segmentation or filtering.	Tag creation depends on tag access.
Notes	Rich text company notes.	Use Comments for discussion and Tasks for action items.
Delete	Removes the Company after confirmation.	Visible only for existing Companies with delete access.
Save	Saves edits to an existing Company.	Disabled without edit access or while offline.

Company List Reference

Element	What it shows	Notes
Search	Opens a search field for existing Companies.	Search by name, email, or phone.
Record count	Shows the number of Companies in the list.	Updates with search results.
Company card	Shows name and available email/phone details.	Select to open details.
More actions	Shows allowed record actions.	Some actions are intentionally hidden if not supported for CRM records.
Empty list action	Shows + Company when no Companies exist.	Use it to create the first Company.

• Mobile opens Company details in a full-screen dialog.
• Tabs are swipeable on small screens.
• Address editing can take more space on mobile, so review before saving.

Troubleshooting

Companies are not visible

• Symptom: The Companies area or + Company is missing.
• Cause: Companies may be disabled in App Settings or hidden by role access.
• Resolution:
  1. Ask a Space admin to confirm CRM Companies are enabled.
  2. Ask the admin to confirm your Company view/create access.
  3. Refresh after access changes.

You cannot save a Company

• Symptom: Save is disabled or changes do not persist.
• Cause: You may not have edit access, the app may be offline, or the name may be unclear/empty.
• Resolution:
  1. Confirm edit access.
  2. Enter a clear Company name.
  3. Reconnect and save again.

A Company is hard to find

• Symptom: Search does not show the organization.
• Cause: The Company may be in another Space, archived/deleted, private, or named differently.
• Resolution:
  1. Search by partial name, email, or phone.
  2. Confirm the active Space.
  3. Check Archived or Recently Deleted if you have access.