Creating a Company

Store client, supplier, venue, or partner profiles in a unified and organized directory.

What you can do

• Register a new company with essential details
• Associate categories (client, supplier, venue, agency)
• Add main address and additional business locations
• Prepare the company records for future linking with contacts, events, or documents

How to create a company

1. Go to the Companies section from the main menu
2. Click Create company
3. Enter the required information (name, type, tax ID, main address, etc.)
4. Save
5. Add contacts, secondary addresses, notes, or documents as needed

Tip If the company is a venue, use the address fields to map logistics for events automatically.

Related guides

• Managing company addresses
• Linking contacts to companies
• Attaching documents