How to Create a New Company Entity

You can create a new Company Entity on any of the following Cards, where the functionality is identical:

1. Case Card
2. Client Card
3. Opponent Card
4. Payer Card
5. Entity Card

In this article, we will create a new Company Entity as a Related Entity on the Case Card.

Head over to the Case Card, Participants-view, under the Related Entities section.

Click Add Related Entity... button.

The following dialog will appear, click Create new Person/Company Entity...

The following dialog will appear with the Company Entity as the default setting.

You can switch to creating a Person Entity by clicking on Person.

To learn more about creating a new Person Entity, click here.

 

Fill in the following information:

 

1. Company Name

This field is mandatory.

Here is where you can name the new Company Entity.

 

2. Company Registration Number

Here is where you can enter the company registration number of the new Company Entity.

 

3. Business Unit

Here is where you can specify the business unit of the new Company Entity

 

4. Address Type

Here is where you can specify the address type of the new Company Entity, and the options are as follows:

1. Office
2. Billing

 

5. Address

Here is where you can enter the address of the new Company Entity.

 

6. Country

Here is where you can specify the country of the Address you entered in 5.

 

7. First and Last Name

Here is where you can name the contact person of the new Company Entity.

 

8. Job Title

Here is where you can specify the job title of the contact person in 7.

 

9. Mobile Phone

Here is where you can enter the mobile phone number of the contact person in 7.

 

10. Work Phone

Here is where you can enter the work phone number of the contact person in 7.

 

11. E-mail

Here is where you can enter the e-mail address of the contact person in 7.

 

After filling in the information, click Create Entity button.

The following dialog will appear, click the Select Role... field.

You can specify the role(s) of the new Company Entity by performing the following actions.

1. Enter an existing role you want or create a new role
   
   
   
   
2. Select the role you want from the list
   
   
   

After selecting a role(s), click the Add Related Entity button, and you are done.

 

Once the new Company Entity is created, it will appear in the Entity Card as below.

 

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.