Managing company information helps you keep all contact details, communication, and related work organized in one place. Each company record stores essential business and contact details, along with associated invoices, projects, notes, deals and forms.
Creating companies and contacts
You can create companies and contacts independently, making setup faster and more flexible.
Creating a company
To add a company
Navigate to Companies from the sidebar.
Select New Company.
Enter the company name (only required field).
Click Add Company.
You can add contacts later at any time from the company profile.
What you can store in a company file
Each company record allows you to manage:
Primary and secondary email addresses
Additional information (company title, phone number, website)
Addresses (company, shipping, etc.)
Forms
Invoices
Notes
Projects
Creating a contact
Contacts can now be created independently of companies
To add a contact:
Go to Contacts from the sidebar.
Select New Contact.
Enter:
Name
Email address (must be unique across all contacts)
You may optionally:
Assign the contact to a company, or leave them unassigned (useful for leads, referrers, or networking contacts).
⚠️ Each contact must have a unique email address to prevent duplicates across imports and automations.
What you can store in a company file
Each company record allows you to manage:
Primary and secondary email addresses (via contacts)
Company details (title, phone number, website)
Addresses (billing, shipping, etc.)
Forms
Invoices
Notes
Projects
Deals
Associated contacts
Managing contacts for a company
Each company can have multiple contacts, and each contact can now be linked to multiple companies.
A single contact record can be associated with multiple companies.
The first company a contact is linked to becomes their Primary Company
You can link additional companies from the contact page on the right-hand side
You can change the Primary Company at any time using the context menu
Each company association can store its own job title
A contact can be the Primary Contact for multiple companies simultaneously
This reflects real-world relationships where one person may represent multiple organizations.
Adding a contact to a company
To add a contact:
Open a company record
Select 'Add Contact'
Enter contact details
Or:
Go to Contacts
Select New Contact
Assign the contact to one or morecompanies.
Set a default contact
Open the company record
Locate the contact
Select the three-dot menu
Click 'Set as Default Contact'
This ensures documents are sent to the correct primary contact.
Choosing contacts on business records (Invoices, Deals, etc.)
When creating business records such as:
Invoices
Proposals
Contracts
Deals
Forms
The system will:
Pre-fill the Primary Contact by default
Allow you to switch to any contact linked to the selected company
Show a dropdown of all associated contacts
Allow selection of “None” where contacts are optional
This gives full flexibility while keeping workflows fast.
Editing a company’s Information
Keep your records accurate by updating company details at any time.
Navigate to Companies
Select the company you want to update
Edit the company name directly by clicking on it
Use the Edit button in each section (Details, Addresses, etc.)
Click Save
Changing a company’s default email address
Company email addresses are now managed through contacts. To update the primary email:
Open the company record
Go to the Contacts tab
Click New Contact and add the updated email
Open the three-dot menu next to the new contact
Select Set as Default Contact
To remove the old email:
Open the three-dot menu next to the old contact
Select Delete
Data integrity
To protect data consistency:
If a company has active records (invoices, contracts, deals, etc.), you cannot remove the last remaining contact
If attempted, the system will display:
"Can't remove the last contact from a company with active records. Add another contact first."
You must add a replacement contact before removing the original.
Adding custom fields to company files
Customize company records to match your workflow. To add custom fields:
Click your profile icon (top right)
Go to Company Settings
Select Custom Fields
Under Company Fields, click + Add New Field
Define the field and save
New fields will appear under the Additional Info section for all companies.
FAQs
Can I have multiple contacts for one company?
Yes. You can add multiple contacts and assign a default.
Can a contact belong to multiple companies?
Yes. A single contact can be linked to multiple companies, each with its own relationship context.
What happens when I change the default contact?
Future documents will be sent to the newly selected default contact.
Can I customize company information fields?
Yes. Custom fields allow you to tailor companyrecords to your business needs.
Do contacts require a companyor vice versa?
No. Companies and contacts can now be created independently.