Company Information


General Tab

1 - Most of the information required in the General tab is self explanatory, but there are a few points that are worth describing in further detail.

2 - Parent Company: if the Company is a child company, you can associate it to its parent company here.



3 - Company Category: companies can be one of seven types:

  • Customers: Companies or individuals who buy serviced apartment accommodation for their own use
  • Booking Agents: Companies who act as agents, either charging a commission or deducting it at source.
  • Supplier: Maintenance contractors who provide services for maintaining the property portfolio
  • Network Provider: Providers of accommodation
  • Landlords: Companies or individuals whose properties are managed by the business
  • Letting Agent: The person with whom the company would sign the tenancy agreement with
  • Managing Agent: Manages Units on behalf of the landlord



4 - Credit Details: if the Company has credit, you can indicate this here by select Has Credit Account and providing the Credit limit.



5 - Payment Terms: number of days to pay invoice by.




6 - Billing Contact: type ahead field to enter a contact who is set to be the main finance contact of the company. This is a mandatory field and invoices cannot be created for this company unless the Billing Contact is set, and therefore bookings cannot be confirmed.


Other Details

7 - Company Details: here you can add further addresses, telephone numbers and email addresses. You can chose which you would like to set as Primary and this would then be propagated to the General tab as the Primary address/telephone number/email address.

8 - Contacts: you can associate Contacts to Companies (i.e. employees) and these can be viewed here in the Contacts tab. The association can be made via the Contact.



8 - Notes: you can add notes to this company. Each note is recorded with the date/time and user who created the note. To add a new note, click "Add Note".



9 - Attachments: you can upload any number of files as attachments to a company. Select Add Attachment and chose the file you with to attach.


Update 28/10/16

Under each CRM Company record you can turn on credit limits and give them a limit i.e £100k. The system now does a check every time you add a booking to the system to see if the Billing Account has remaining credit. If they do not it will not block the booking but will send a notification to your nominated internal finance email address to warn them. This is in the 'Credit Details' section of the general tab.