Company Settings

The Company settings offer great flexibility in how company-related information is managed. Here, you can adjust settings to automatically create new companies within the platform, and map the corresponding contacts to their respective companies, streamlining the management of business relationships and ensuring a seamless transition of information. This automation simplifies workflows, enhances data accuracy, and improves overall operational efficiency.

Navigate to the Objects Settings in your account, then click the Companies option within the Standard Objects list to begin. You can also access this feature by clicking the “Companies” tab within Settings.

Details #

In the Details section, you have the option to configure the automatic creation and association of companies based on contact business names. 

Let us enable the feature. When enabled, any new contacts with a business name will automatically be linked to a corresponding company record. Additionally, the system will retroactively create and associate company records for existing contacts, using their business name field values. 

The following fields if filled out for the contact in the General Info tab would also be automatically mapped into the Company that gets created: Street address, City, Country, State, Postal code, and Website. 

Note

• The system ignores case sensitivity for business names, so “Demo Company” and “demo company” will be treated as the same company. However, spaces are considered, so “DemoCompany” and “Demo Company” will result in two separate entities. Additionally, the system treats differently spelled names as distinct companies, even if only one letter differs.
• The setting can only be modified by account administrators.
• The feature applies to contacts added through bulk import, public API, forms, and other methods, with live synchronization between business names and companies.
• This process is not backward compatible. Once a company is created from the business name, changes to the company details will not be reflected in the Business Name field or other synced contact fields. Furthermore, updates to the business name will not affect the company attributes or its relationship with the contact.

Associations #

Open this section to view associations linked to contacts.

You will be provided with key information about each label in the Association Details table. This includes:

1. Association Label: The label(s) assigned for simplified identification.
2. Limit: Specifies the type of relationship limit established for this association.
3. Associated Objects: The objects linked to “Companies” via this association (e.g., “The ‘Companies’ associated with ‘Contacts’ through this relationship”).
4. Created By: Indicates whether this association was created by the system or a user.

The Company settings offer flexible customization and automation for managing company-related information. Explore this section today to streamline your workflow processes.

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