Add a Company

Use the Add Company form to add a new company record for a client, vendor, subconsultant, government agency, or competitor.

In addition to adding a single company as described in this topic, companies may be added in another way. If your firm has implemented the GovWin IQ integration for iAccess, companies associated with an opportunity in GovWin IQ may also be added when that opportunity is imported into iAccess.

When you add a new company in iAccess, it is always added as a new record in the Client Info Center in Ajera CRM. If you want to add a company to the Vendor Info Center, you must do that in Ajera CRM.

When you add a new company using the Add Company form, you are automatically added as a team member on the Team tab for that company. However, you will need to go to the Team tab to describe your relationship to the company. (Note: If you run an import process that adds new companies, you are not automatically added as a team member for those companies.)

To add a new company, complete the following steps:
  1. Click to go to the Companies area.
  2. Click + Add Company next to the company search field to display the Add Company form.

    This link is only available if you have the access rights that are required to add records.

  3. If automatic numbering is not enabled for clients in Ajera CRM, you can enter an ID in COMPANY ID, but that is not required. If automatic numbering is enabled for clients, iAccess will assign the ID for you. (If the COMPANY ID field is not disabled, you have the option to enter an ID yourself rather than use the automatically generated ID.)
  4. In NAME, enter the name of the company.

    When you move the focus from this field, iAccess compares the name to existing company names and aliases. If it detects possible matches, it displays a list of those companies so you can determine if you are adding a duplicate record. If you are still not sure, you can click a company name in the list to display the full company record on a separate browser tab.

  5. In the other fields, enter additional information about the company.
  6. To save the company, click on the Add Company toolbar.
Parent Topic: How to...