Company Window

compwind.gif

Use this window to add, update, edit and display company information selected by COMPANY ID.

Company ID F2

This field identifies each company with a unique ID of up to four alphanumeric characters.

EXAMPLES: 001

W01

APT1

Press F2 or the right mouse button to search for a company. From the SEARCH METHOD pop-up, you can select either the PICK LIST or the FIND WINDOW.

Company Name
COMPANY NAMES can be up to 30 characters long.

Cwhelp00090000.gif Phone Cwhelp00090001.gif Address

Use these Radio Buttons to view either the primary phone number or the primary address. These fields are read-only. Phone and address information must be entered using the ADDR/PHONE button.

The ADDR/PHONE button brings up the ADDRESS/PHONE window. After address and phone information is saved in this window, it will be displayed under the NAME fields on the main COMPANY WINDOW.

Address, line 1

Enter the street address for the company, as you want it to appear on all reports and notices. The entry can be up to 30 characters in length.

Address, line 2-4

Use lines 2-4 for entering the remaining address information, including CITY/STATE/ZIP. On any line, if you enter a five digit U.S. zip code and nothing else, the line will be filled in with the city, state and zip. For foreign addresses, simply enter information as received.

Phone Numbers

Enter each phone number on a separate line. For valid input, the number should be in XXX-XXXX or XXX-XXX-XXXX format, including the dashes. If you are entering international numbers, input the number as is. When you press ENTER, you will receive an error message about the number being improperly formatted. To keep the foreign format, press ACCEPT.

Cwhelp00090003.gif Allow Credit Bureau Reporting

Check this box to make all contracts for a company eligible for CREDIT BUREAU REPORTING.

Notes

In the notes field, you can record any information concerning the company that needs to be remembered. Your entry can be any length.

Cwhelp00090004.gif Closed

Designates that this company is closed and is no longer being serviced by your agency.