Everything you need to know about a company in one place
When you open a company in Officaid, you're not just looking at a name and address. The company profile brings together contacts, deals, invoices, activities, and sales insights into a single, actionable view that tells the full story of your business relationship.
Navigating the Company Profile
To open a company's profile, go to Network → Contacts, click the Companies tab, and click on any company in the list. The profile is organized into tabs:
- Overview - The main profile with company details, notes, deals, invoices, top items, and linked contacts
- Activities - All interactions logged with this company
- Deals - Active and closed deals associated with this company
- Invoices - Invoice history and payment status
- Contacts - People linked to this company
The Overview Tab
The Overview tab is your central hub for understanding a company at a glance. Here's what you'll find:
Company Information:
The top left panel displays the company's full legal name, address, tax number, email, website, and the Account Owner responsible for this relationship.
Quick Actions:
The top right panel provides instant access to common tasks like editing the company, sending an email, adding an activity, adding a contact, or removing the company.
Notes:
A rich text section where you can record important information about this company. Use it for meeting notes, preferences, contract details, or anything your team should know.
Activities:
A snapshot of interactions with this company. Use the tabs to filter by:
- All - Every activity related to this company
- Network - Activities logged directly against the company or its contacts
- Deals - Activities linked to deals with this company
The panel shows upcoming activities at the top, followed by a History section of completed interactions. Click View All to see the complete activity list.
Ongoing Deals:
A summary of active deals showing deal names, current stage badges, and values. If a deal has overdue activities, you'll see an Activity Overdue badge to flag it for attention.
Upcoming Deal Activities:
A focused view of deal-related activities that need attention. Overdue activities display how many days they're overdue, helping you prioritize follow-ups.
Invoices:
The total invoice value for this company. Use the dropdown to filter by time period (e.g., This Year).
Sales Trend:
A line graph visualizing revenue from this company over time, helping you spot patterns and track whether the relationship is growing or declining.
Top Items:
The products or services this company buys most frequently. Use the dropdown to filter by time period. If there isn't enough data yet, Officaid will let you know.
Contacts:
A table of all people linked to this company, showing their name and job title. Click on a contact to view their full profile.
Quick Actions
The Quick Actions panel gives you instant access to common tasks:
- Edit Company - Update the company's details
- Send Email - Compose and send an email to the company
- Add Activity - Log a call, meeting, or other interaction
- Add Contact - Create a new contact linked to this company
- Remove Company - Delete the company from your database
Adding and Editing Notes
The Notes section supports rich text formatting. Click into the notes area to add or edit your notes. You can format text with bold, italics, bullet points, and numbered lists.
Notes are saved automatically as you type, so you don't need to worry about losing your work.
Understanding the Sales Trend
The Sales Trend graph visualizes revenue from this company over time. This helps you:
- Spot patterns in purchasing behavior
- Identify seasonal trends
- Track whether the relationship is growing or declining
- Prepare for conversations about renewal or upselling
Frequently Asked Questions
Click Edit Company in the Quick Actions panel. This opens the company form where you can update any of the business details. Click Save when you're finished.
Notes are shared with your team. Anyone with access to the company can see and edit the notes, making them useful for collaborative relationship management.
Top Items displays the products or services this company has purchased most frequently based on your invoice history. Use the dropdown to filter by different time periods for more specific insights.
What's Next?
Continue exploring how to work with your companies:
- Managing Company Contacts - Link people to this company
- Viewing Company Activities - See all interactions with this company
- Viewing Company Deals - Track sales opportunities