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LESSON 4: CONFIGURE A COMPANY RECORD

Learning Objectives

• Navigate and configure a Company record
• Modify the Company-type value list
• Modify Company fields to be required

Introduction
In Unanet CRM, the information flow begins with the Company record and your firm’s
relationship with them. Think Client, Owner, Prospect, or Consultant. This module is
where you manage the information you have for the companies you are doing business
with and those with whom you are pursuing business.

First, the Company summary page displays associations with other records. It provides
a complete overview of your firm’s relationship with the Company.

The Company record is the foundational data of the CRM. Neither Contacts nor
Opportunities can be entered into the system without an associated Company record.

Check for similar company names before creating a new record. The CRM
system displays potential duplicates as you type. If you find one, cancel and
confirm you are not creating a duplicate record.

Company Record Value Lists

In the Value List menu of the Company section, there are multiple value lists. However,
the company type is the most commonly used. Use the Company Types value list to
classify the companies you interact with. This value list can be either single-select or
multi-select.

Use The Available on Dropdown option to include or exclude a specific value from the
list. By selecting "No," the list does not display the value, but the data associated with it
stays in the records. We recommend hiding them from the dropdown vs deleting values
from value lists.

Removed values move to the list called "Removed Company Types." You can
choose to either re-add the value or delete it completely. If you decide to
delete it, the system alerts you to associated companies using that value.

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