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Version: 2026.4.0

Creating a Company

A company is created in the system to capture the master data of a corporation, business, or organization, etc.

Sales Executives capture the master data of a company in the EditView:

Company EditView

Best Practice

The EditView can be opened via the following entry points:

  • FilterView of the Company
  • Quick Entry in the Global Bar
  • Quick Entry in Quick Entry

Capturing the Company Name​

The name of a company is captured in the CRM to identify companies clearly.

Capturing the Customer Number​

The customer number is captured so that companies can be clearly assigned and consistently managed across multiple systems (e.g., ERP).

Capturing the Preferred Language​

The preferred language is captured so that communication takes place in the language appropriate and desired for the company.

Best Practice

You are informed that the company language is used across all locations of the company in written and verbal communication, and not the respective national language.

➡️ This means that letters or E-Mails are created in the language specified here.

Documenting Status​

The status of a company is documented to ensure that the company is approved for further business relationships/communication. A company can go through the following status values:

  • 🟢 The status "active" is the status that approves collaboration with the company.
    The "active" status is set by default when a company is newly created.

  • 🔴 The status "inactive" is set as soon as interaction with a company is no longer permitted.
    This deactivates the communication functions, etc., making it no longer possible to interact with the company.

  • 🟡 The status "pending review" is used when the company must undergo a review before it may be actively used in the system.

Capturing the Type​

The Type of a company is captured to classify business relationships with companies and to assign them to the respective processes. This allows filtering by Type and processing all records in the filter result.

The following Types are available in xRM: Customer, Prospect, Supplier, Manufacturer, Partner, Competitor, Other

Best Practice

All customers are to be informed about changes to the terms and conditions by E-Mail.

Procedure:

  • Filter by "Type equals Customer" in the Company FilterView
  • Add the result to a Bulk Mail using a serial action.

Capturing Addresses​

You can capture various addresses for a company to ensure correct postal assignment and reliable contact. At the company, addresses such as company address, billing address, and delivery address are captured.

The first address captured is saved as the default address and can be adjusted afterwards.

Important

The address marked as the default cannot be deleted.

Further Information

Address capture in general, address validation, input support via search, and the behavior of the default address work the same way as for contacts.

📖 → Capturing Address Data
📖 → Address Validation
📖 → Capturing Using the "Search" Function
📖 → Default Address

You can also find instructions for adjusting the default address here:
📖 → Changing the Default Address

Capturing Communication Data​

You can capture any number of communication data entries for a company to ensure reliable and up-to-date reachability and to use various communication channels.

Further Information

📖 → see Capturing Communication Data in the Contact

Adding Attributes​

If you want to capture additional information, the so-called "Attributes" are suitable for this. This allows a company to be described in as much detail as possible, and you can use this information for follow-up Activities.

Further Information

Just as when creating contacts, you can capture Attributes when creating new companies.
📖 → see Adding Attributes in the Contact

Best Practice

Attributes for

  • Companies in general:
    • Assessment: Industry, creditworthiness, risk, number of employees
    • Contact persons (who are not covered by the territory definition)
  • Competitors: pricing policy, strength, weakness
  • Customers:
    • Payment terms: price list, payment terms, bank name, BIC, IBAN, VAT ID, delivery terms
      ➡️ Information required, e.g., for creating an Offer, is maintained here once and then transferred automatically.
    • Delivery block
      ➡️ Filter on this and create a Dashlet, and you have an overview of all companies that are currently not allowed to be supplied.

Avoiding the Creation of Duplicates​

During the capture of a company, you automatically receive a list of all possible duplicates to avoid redundant records and ensure that existing companies are correctly continued rather than created twice.

Just as when creating contacts, you are notified of possible duplicates when creating new companies.

Further Information

📖 → see Avoiding the Creation of Duplicates on Contact in the Contact

🏷️ → For information on resolving duplicates, administering duplicate scan patterns, etc., see the tag "Duplicates"