Managing Companies Database

Maintain all your client, supplier and other external companies data in one place including addresses and contacts

James Gold avatar
Written by James Gold
Updated over a week ago

Company

To navigate to the Companies Database, Select Companies in the main navigation bar.

Add Companies individually

Select Create Company

Complete Company Details then select Create Company. This is where you select the company type allowing you to distinguish clients, suppliers and other companies.

Add Office Addresses

Navigate to Office Address

Select Create Office, complete details then select Create. Each Company record can contain multiple office addresses and can be used for selection throughout Proteus.

Select the 3 dots to Edit or Delete an existing Address

Add Contacts

Navigate to Contacts

Select Create Contact, Input details then Create. Each Company record can contain multiple contacts and can be used for selection throughout Proteus.

Click the 3 dots to Edit or Delete an existing Contact.

Bulk Upload Companies

You can import up to 100 company records at once using the bulk upload functionality.

Select Bulk Upload Companies

Download the Import Template and Populate your details in the Format as defined in the upload file. Make sure you save and upload as a .csv file and the data does not include special characters such as ("!?£).

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