Build a company profile

Maintain organisation profiles and business relationships.

Companies — PLM application screenshot
Companies · Application screenshot
  1. Enter the company name, country, city and office details.
  2. Add labelled email and telephone entries so each channel is understandable.
  3. Save and reopen the record to check the displayed contact information.

Example

For a supplier with separate sales and support teams, label both email addresses. A later user can then choose the appropriate channel without guessing.

Check the result: Save and reopen the record to check the displayed contact information.