Creating your own company

  1. Select the Administration / Contacts / Own company / Internal departments menu.
  2. Load all records into the mask and access the Own company record.
  3. Overwrite the data in the header form with the relevant data of your company.
  4. Select when using Save as how your company should be found in the various selection dialogs. This field is also used for sorting in overview lists.
  5. Click the Address button to enter the address of the company.
  6. Click the arrow button next to the address window to specify what the respective address is used for. You can use an address for every selection. The system recognizes if no address exists for the selec­tion yet and automatically offers an assistant. In the Additional data subform, on the Addresses tab, you can find all entered addresses in an overview.
  7. Activate the Mail field in the entry displaying the mail address for correspondences.
  8. Enter all your own communication data (URL, phone, fax, mail...) and the preferred communication type in the Pref. comm field.
  9. Enter the Terms of payment and other informative data.
  10. Save the record for now!

Note: In the header of the "Own company / internal departments" and the "Team" forms, the contact Number is shown, and the Status is accessible. This allows you to conveniently search for and filter internal units, and disable them as needed.

Enter additional data

  1. Switch to the Additional data/Correspondencessubform (expand if necessary) to maintain corre­spondence data according to DIN 5008.
    • Form of address: Title in a correspondence;
    • Sender envelope window: Special sender row in the upper area of the envelope window;
    • Envelope window: Entire address as it should appear in the envelope window;
    • Sender header: Sender of the company, usually located in the right margin of a letter;
    • Signature (text): Text of the signature. The positioning of the objects depends on the let­ter template chosen.
    • As an alternative to text for the signature and the footer, you can also use BLOBs you created. If you provide a BLOB, it is recommended that you stick to the naming conventions of the existing BLOBs.
  2. Save the record!

Further relations are later displayed or can be created in the Additional data subform.

Note: The correspondence data can also be maintained at the internal staff member of the department or the company. For correspondences, the data provided there has prioritiy over the com­pany data. If internal staff member data required for a correspondence (primar­ily the address) is missing, the company data is used automatically.

Creating your own company as a group multiple times

  1. Select the Administration / Contacts / Own company / Internal departments menu.
  2. Open the record of your own company created above.
  3. Choose the standard Duplicate command to duplicate the record.
  4. In the Name field, enter the name of the additional company.
  5. Should the automatic duplicate check indicate similar entries, confirm this using Continue.
  6. In the Access group field, please choose the "EIGENE_FIRMA" ("OWN_COMPANY") entry.
  7. Save the record.

If you now open the My company form in the Back Office menu, all companies that are assigned to the "EIGENE_FIRMA" group are displayed.