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Often there is a need to work on a list of companies. It may be just the companies where you are customer responsible. It may be the companies that resides in Birkerød. Or it may be something else entirely.


The menu selection "Companies" will give you access to the search screen:



Here are searched for "(demo)" why you see all the demo companies.


To read more about the entity company view Company.


The List


The list itself is dynamic in the sense that you can click on the links in it and in this way open company windows. You can also sort by different columns.

In the example shown, there are only 10 companies and they appear all at once. If there are more than 20 companies, they will be listed as you scroll down the list.


Basic Search


Above the list you will finde several criteria fields: Find text is a search condition, where you can write parts of - or all - company name, department name, customer number or the main phone number. Press Enter to use the criterion.

You can also choose between the hash tags that are used in the system. You do this with the field #Tag which even shows how many times the current hashtag is used on companies.

As long as the check box My business is checked, the other criteria will be combined with the criterion that you should stand as KAM.


Relation: Used to select companies related to your company by a named relation.

KAM/Owner: Used to specifically state the KAM (user) to be selected by.

Zip: Used to search by Zip Code.

Country: By Country.

Infotag: Choose amongst the Infotags specified in the pick lists.


All criteria can be combined.




Bottom line you will find buttons: Add, More, Refresh, Back and CVR.


Add: Creates a new empty company.

More: This button will open a popup with several actions to perform on the selected company rows.



Notably "Merge companies" are worth mentioning. This is used to elliminate dublicates in case you have created more then one instance of a specific company. For info see Elliminate Company Doublet.