Adding and or Editing a Company
A company can be added to the system in different ways:
Adding a Company from the Entities menu
Select the “Add Company” button, from the Entities view.
Enter the company’s details and select the relevant “Type of company” from the drop-down options and click the Save button.
Adding a Company from the Search function
There are several different views from where a company can be linked, where the user would need to first search for an existing company, before adding a new company.
Examples:
- Employer
- Dealer
- Instrument Provider
- Brokerage
Let’s look at the Employer view as an example, from where a company can be linked.
From the Employer main menu select the Employer
Go to View Details
Select Change
Enter the name of the company to be linked and select the search button.
A search will then first be done, displaying the search results from where one can be selected or alternatively select the “Create New” button to create a new company.
Last Updated on 4 years ago by Tinus Burger