Before creating a company, we recommend reading the article: Rules for Adding a Company. This will help avoid creating a duplicate company record in the database.

In this article, we will cover the most common method of adding a company, but we also recommend reviewing the article: Creating a Company.

To add a new company from the Companies section, go to the lower-right corner of the screen and click the + Add button.

When you click this button, a window will open where you can enter information about the new company. To add the company, you need to fill in the fields marked in red (mandatory fields). The other fields are optional. After clicking Save, the company will be available for use.