Objectives
- Manage Company Details (Licenses, Auditor, Company Registration)
Steps
Once you add your first Company, You can access it by going to from Contacts → Companies.
Click on the Company name or Company ID to open its page and edit or capture more information.
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You can capture information regarding the Company registration details, registration by law, licenses & waivers, Commercial Registration, Auditors, and Company Lawyer lawyers from the Entity Management tab.
You can always add any custom field you need.
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- Reference Number
- License Activity: the activity of this license (Business Licensing, Software Licensing, etc.)
- Managers: It could be a Person or a Company
- Permissions: Choose the allowed permissions from a drop-down menu
| Info |
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| Once the user inserts an entry with an expiry date, an automatic Reminder is created for the associated user or group of users in the reminder tab. |
- Auditors
In the Auditors sub-tab, you can track the auditors related to the Company.
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- Audit Company: This can be a person or a company.
- Designation date
You can also add the expires on a expiration date, fees, and comments if needed.
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