Company

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Company

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

Introduction

explore concept
- Companies and the Company card
list how-to-guide
- Create new company
- Edit company info
- Copy a company
- Merge companies
- Delete a company
library_books reference
- Template variables
- User preferences
- Address formats for countries

Privacy and GDPR

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- Implementation guide
list 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

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- Overview
- Relations tab
list how-to-guide
- Adding items to relation list

Import and bulk operations

video_library video
- How to import customer contacts
list how-to-guide
- Bulk update company information
- Use the Recycle bin to restore companies

UI customization

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- Screen Designer
- Web panels
- Task menu items
- Custom fields
list how-to-guide
- SoProtocol - create company
- SoProtocol - get company
library_books reference
- UdcontactSmall table
- UdcontactLarge table

Automation

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- Overview
- Triggers
library_books reference
- Webhooks - contact events
- Zapier
list how-to-guide
- SCIM - sync company

CRMScript

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- Overview
list how-to-guide
- Create and update company
- Get company info
- Get activities
- Set/clear interest on company

API

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- Working with companies in API
list how-to-guide
- Raw SQL
- OSQL
- Row
- Entity
- Web services, REST

Database tables

library_books reference
- Contact table
- Person table
- Associate table
- UserGroup table
- Address table
- Country table
- Category table
- Business table