Adding a Company

Learn how to add new companies to Officaid and capture their business details.

Build your database of businesses you work with

Adding companies to Officaid gives you a central place to track the organizations you do business with. Once a company is in your system, you can link contacts, create deals, send quotations, and generate invoices all connected to that business.

Creating a New Company

1 Navigate to Network → Contacts and click the Companies tab
2 Click the + Add New Company button in the top right corner
3 Fill in the company details
4 Click Save when you're finished

Company Fields

The company form captures essential business information:

Basic Details:

Company Name - The name you use to identify this company (required)
Company Full Name - The full legal or registered name of the business
Tax No - Their tax identification or registration number
Website - The company's website URL

Contact Information:

Email - The company's general email address
Country - Select from the dropdown
Phone - The company's phone number

Address:

Address - Street address
City - City or town
State - State, province, or region
Postal Code - ZIP or postal code

Only the Company Name is required. You can add as much or as little detail as you have available and update it later.

Other Ways to Add a Company

You don't always need to visit the Companies list to create a new company. Officaid lets you add companies on the fly from several places:

Contact Associations - When linking a contact to a company, click + Add New in the Company dropdown
Deals - When creating a deal, click + Add New in the Company dropdown
Quotations - When creating a quotation, click + Add New in the Company dropdown
Invoices - When creating an invoice, click + Add New in the Company dropdown

This flexibility means you can capture companies wherever you are in Officaid without interrupting your workflow.

Companies created inline will have minimal details. You can always edit them later to add full information.

After Creating a Company

Once saved, you'll be taken to the company's profile where you can:

Add notes about the company
Link contacts who work there
Create deals and quotations
Log activities and interactions

As you create deals, quotations, and invoices for this company, they'll automatically appear on the company profile, building a complete history of your relationship.

Frequently Asked Questions

Which fields are required?

Only Company Name is required. All other fields are optional, so you can start with just a name and add details as you learn more about the business.

Can I add a company without any contacts?

Yes. Companies and contacts are managed separately. You can create a company first and link contacts to it later, or create contacts and link them to companies afterwards.

What's the difference between Company Name and Company Full Name?

Company Name is the short name you use day-to-day (e.g., "Acme"). Company Full Name is the full legal or registered name (e.g., "Acme Corporation Pte Ltd"). Use the full name for official documents like invoices.

What's Next?

Now that you've added a company, explore more ways to build out their profile:

Managing Company Details - Explore the full company profile and quick actions
Managing Company Contacts - Link people to this company
Viewing Company Deals - Track sales opportunities with this company

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