Company

Company

Welcome to the company area where you can find relevant links to all things related to companies.

Introduction

concept

Companies and the Company card

how-to-guide

Create new company Edit company info Copy a company Merge companies Delete a company

reference

Template variables User preferences Address formats for countries

Privacy and GDPR

concept

Implementation guide

how-to-guide

Edit privacy settings for a company Send privacy confirmation email Edit privacy confirmation email Generate personal data report Delete records permanently Add consent purpose Add legal base Add privacy source

Relations

concept

Overview Relations tab

how-to-guide

Adding items to relation list

Import and bulk operations

video

How to import customer contacts

how-to-guide

Bulk update company information Use the Recycle bin to restore companies

UI customization

concept

Screen Designer Web panels Task menu items Custom fields

how-to-guide

SoProtocol - create company SoProtocol - get company

reference

UdcontactSmall table UdcontactLarge table

Automation

concept

Overview Triggers

reference

Webhooks - contact events Zapier

how-to-guide

SCIM - sync company

CRMScript

concept

how-to-guide

Create and update company Get company info Get activities Set/clear interest on company

API

concept

Working with companies in API

how-to-guide

Raw SQL OSQL Row Entity Web services, REST

Database tables

reference

Contact table Person table Associate table UserGroup table Address table Country table Category table Business table