Company Object Feature: A Manual Way to Organize Contacts

The Company Object feature in Accommador helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and activity tracking across teams working with the same client business. What is the Company Object Feature? The Company Object allows you to associate multiple contacts with a single company entity, making it easier to manage client relationships at the organizational level.

This is particularly useful when your team interacts with various people from the same business. By grouping them under one record, you can view collective engagement, centralize data, and improve communication across touch points. Key Benefits of the Company Object FeatureUsing the Company Object provides practical advantages for managing contact relationships: Organized Contact Management: Easily group multiple contacts under one company.

• Consolidated Activity Tracking: Monitor interactions and activities related to a company.
• Enhanced Relationship Insights: Gain a complete view of how your team engages with an organization.
• Efficient Communication: Easily communicate with all contacts linked to a company.
• Improved Data Accuracy: Maintain consistent and updated information across company-associated contacts.

How to Create the

Company ObjectFollow these steps to set up a new company in Accommador:

1. Navigate to the Companies Section:Use the main navigation bar on the left to navigate to ContactsNavigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page
2. Add a New CompanyClick on the blue button at the top right labeled + New Company.
3. Enter Company DetailsEnter the company details in the box on the right of the screen. Below are the details you are able to add:Company Name (mandatory)Phone NumberEmailWebsiteDescriptionAddress Details (Street, City, Postal Code, Country)Please Note: Only the company name is required, but adding more details enhances usability.

How to Edit or

Update Company DetailsGo to the Company ListUse the main navigation bar to Navigate to ContactsSelect the Companies tab in the top navigation barClick the three dots (...) next to the company you would like to edit and choose Edit CompanyUpdate DetailsModify any necessary fields. Save ChangesClick Save to apply the updates.

How to Delete a Company

Go to the Company ListUse the main navigation bar to Navigate to ContactsSelect the Companies tab in the top navigation barSelect the Company to DeleteClick the three dots (...) next to the company you would like to edit and choose Delete CompanyConfirm DeletionClick Yes to confirm. Note: Deleting a company clears the Company field in associated contacts but does not delete the contacts themselves.

How to Add Contacts to a Company

Navigate to the Contact's ProfileUse the main navigation bar to Navigate to ContactsFind the Contact you would like to add to the company and click on the contact's nameAssign the Company: Select the Company tab in the secondary navigation bar on the left of the pageSearch for and select the company. Save ChangesClick Save to update the contact's association.

For bulk assignment, select multiple contacts and assign them to a company at once.

How to Remove a

Contact from a CompanyAccess the Company ProfileUse the main navigation bar to Navigate to ContactsSelect the Companies tab in the top navigation barSelect the company. View Associated ContactsNavigate to the Contacts tab. Remove the ContactClick the Trash Bin icon next to the contact. Confirm RemovalClick Yes to finalize.

• Note: Removing a contact from a company does not delete the contact; it only removes the association.
• Automating Company Associations: Accommador provides automation features to streamline company assignments.

Please refer to Company Object AutomationAutomate Contact-to-Company AssignmentYou can automate this process based on the "Business Name" field in contacts. To enable: Go to Settings > Objects > CompanyToggle Automatically Create and Associate Companies from Contact Business NamesLearn more in the article: Company Object Automation Frequently Asked QuestionsQ: Can I assign multiple companies to a single contact?

No, a contact can only be associated with one company at a time. Q: Will deleting a company removes all its contacts? No, it only removes the company association. Contacts remain in your database.

Q: Can I bulk assign contacts to a company? Yes, select multiple contacts in the contact list and assign them to a company at once. Q: How do I find all contacts linked to a specific company? Navigate to Contacts > Companies, select the company, and view the Contacts tab.

Q: Can I automate contact-company associations without manually assigning them? Yes, enable Automatically Create and Associate Companies from Contact Business Names in Settings > Objects > Company.